restaking is the overlooked driver of event-driven flows

If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.

Revisit assumptions weekly; markets change faster than slogans.

That debate sits next to today’s market focus around “What voters said about their views on crypto.”

Revisit assumptions weekly; markets change faster than slogans.

Desks that separate rate-cut expectations from institutional desks tend to react less emotionally to noise.

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