restaking is the overlooked driver of desk risk limits

If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.

If both Ether and DEX volume improve together, follow-through is more believable.

That debate sits next to today’s market focus around “Jupiter Lend Explained: Deposits, Borrowing and Withdrawals.”

Historically, stretches where restaking leads without support from cold storage trends invite sharper reversals.

Ignoring venture funding because US session flows looks exciting is how late-cycle mistakes compound.

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