self-custody adoption is forcing a rethink of event-driven flows

When books are thin, narratives look stronger than they are.

Meanwhile, options skew can either confirm the move or expose it as temporary.

That debate sits next to today’s market focus around “Luke Dashjr Promotes Rival BIP Repository as 'Official'.”

Better questions beat louder opinions when regimes shift.

Mapping drawdown recovery against restaking is a simple way to stress-test a thesis.

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

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