rate-cut expectations is supporting narrative durability

Liquidity still decides how far any catalyst can travel.
Liquidity still decides how far any catalyst can travel.
Put beside current chatter on “Wall Street analysts urge investors to buy crypto stocks after $6.3 billion Binance hack,” the incentive problem looks clearer.
Keeping a written thesis helps avoid narrative whiplash.
Risk is easiest to ignore precisely when it is most expensive.
Builders and treasuries should track liquid staking even when social feeds obsess over basis trades.
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