bridge security is rewriting assumptions about medium-term allocation
For operators, process beats prediction when the tape is noisy.
Against the backdrop of “Why Would China Send a Spy to Nvidia CEO Jensen Huang?” and “Warren: What is White House doing to prevent a repeat of teleprompter's Trump bets?”, positioning still matters more than slogans.
If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.
If bridge security deteriorates while custody rails looks fine, the tape often turns defensive first.
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