NFT liquidity is overpricing narrative durability

Most blow-ups start as comfortable consensus.

Revisit assumptions weekly; markets change faster than slogans.

Against the backdrop of “Bitcoin price jumps to $81.5K as US GDP data beats expectations” and “Binance hack may involve private key ‘misuse,’ not theft: Blockaid CEO”, positioning still matters more than slogans.

Mapping market makers against RWA tokenization is a simple way to stress-test a thesis.

Improvements in cold storage trends without confirmation from weekend thin books tend to fade faster.

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