cycle psychology keeps reshaping desk risk limit — restaking keeps reshaping spot-led moves

Attention jumps quickly; capital moves more slowly.
Put beside current chatter on “OpenAI Wants to Rebrand AI Data Centers, Use Them to 'Protect the Grid',” the incentive problem looks clearer.
Builders and treasuries should track Asia session flows even when social feeds obsess over on-chain fees.
The healthier setup is alignment: cycle psychology improving while open interest stays orderly.
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