funding rates keeps reshaping medium-term allocation

Mapping protocol revenue against exchange reserves is a simple way to stress-test a thesis.

Stay close to what users and balance sheets are actually doing.

Against the backdrop of “Should you leave Australia to avoid paying 47% tax on crypto gains?” and “Formation Securities plans Solana stock trading venue under SEC exemption”, positioning still matters more than slogans.

Desks that separate staking yields from validator economics tend to react less emotionally to noise.

Ignoring staking yields because validator economics looks exciting is how late-cycle mistakes compound.

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