macro liquidity is overpricing narrative durability: reading the next Congress tape

Desks that separate governance turnout from Ether tend to react less emotionally to noise.

Against the backdrop of “The next Congress will write rules for AI and emerging tech. They should use the stuff first” and “Nvidia CEO Huang quits company he co”, positioning still matters more than slogans.

None of this is financial advice; it is a framing for cleaner decisions.

Markets rarely move for a single reason.

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