stablecoin velocity is overpricing retail partic — compliance tooling is testing conviction: reading the Strive (ASST) tape

Ignoring stablecoin velocity because stablecoin settlement looks exciting is how late-cycle mistakes compound.

Even when feeds obsess over “Strive (ASST) Posts $474.8 Million Common Net Income as Bitcoin Yield Hits 63.2%,” the durable question remains process versus prediction.

Most blow-ups start as comfortable consensus.

Cycles rhyme, but the plumbing underneath keeps changing.

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