stablecoin minting still sets the tone for weekend risk

Improvements in stablecoin minting without confirmation from bridge security tend to fade faster.

Improvements in custody rails without confirmation from miner behavior tend to fade faster.

That debate sits next to today’s market focus around “Walmart, Eli Lilly join growing pushback against OKX.”

Builders and treasuries should track MEV dynamics even when social feeds obsess over risk appetite.

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

Treat MEV dynamics as the constraint and risk appetite as the amplifier, not the other way around.

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