DeFi angle: rate-cut expectations quietly dominates narrative durability

Meanwhile, institutional desks can either confirm the move or expose it as temporary.

Better questions beat louder opinions when regimes shift.

That debate sits next to today’s market focus around “Not Just Ledger: Karpeles Warns of Tampered Trezor Devices.”

Markets rarely move for a single reason.

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

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