restaking is the overlooked driver of spot-led moves

When restaking and cold storage trends disagree, sizing down beats inventing a clever story.

Against the backdrop of “Tether Holds 150,000 Bitcoin CEO Says, 50,000 More Than Its Reserve Report Shows” and “TD Cowen: Democratic Congress Would Sink CLARITY Act for Two Years”, positioning still matters more than slogans.

Attention jumps quickly; capital moves more slowly.

Discipline is cheapest before volatility arrives.

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