self-custody adoption is forcing a rethink of medium-term allocation

Ignoring macro liquidity because lending markets looks exciting is how late-cycle mistakes compound.

Revisit assumptions weekly; markets change faster than slogans.

That debate sits next to today’s market focus around “Stablecoin supply falls $14.2B in biggest 30.”

Improvements in developer activity without confirmation from user retention tend to fade faster.

Most blow-ups start as comfortable consensus.

For operators, process beats prediction when the tape is noisy.

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