restaking continues to pressure event-driven flows

When dollar strength and rate-cut expectations disagree, sizing down beats inventing a clever story.

In that environment, patience is a position, not a slogan.

That debate sits next to today’s market focus around “Stablecoin governance group behind OUSD sets out management fee, offers equity earning pool.”

The edge is often just refusing to confuse volume with conviction.

The edge is often just refusing to confuse volume with conviction.

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