restaking is rotating through treasury policy — rate-cut expectations is testing convict

Treat rate-cut expectations as the constraint and institutional desks as the amplifier, not the other way around.

That debate sits next to today’s market focus around “Tether CEO Reacts to Massive USDT Demand in Paraguay.”

For operators, process beats prediction when the tape is noisy.

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

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