restaking is the overlooked driver of spot-led m — sanctions screening is forcing a rethink

If both restaking and cold storage trends improve together, follow-through is more believable.

Against the backdrop of “Solana's Skyline Crypto Ad Triggers Central Bank Investigation in China” and “Hyperliquid drops 4% as whales take $5 million profit”, positioning still matters more than slogans.

Improvements in compliance tooling without confirmation from funding rates tend to fade faster.

If both sanctions screening and liquid staking improve together, follow-through is more believable.

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