venture funding is overpricing carry strategies: reading the Tokenization firm tape

The healthier setup is alignment: risk appetite improving while MEV dynamics stays orderly.

That debate sits next to today’s market focus around “Tokenization firm tZERO plans to go public in $350 million SPAC deal.”

Builders and treasuries should track custody rails even when social feeds obsess over miner behavior.

Builders and treasuries should track venture funding even when social feeds obsess over US session flows.

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