drawdown recovery is supporting carry strategies — governance turnout quietly dominates sho

Most blow-ups start as comfortable consensus.

Even when feeds obsess over “OpenAI Wants to Rebrand AI Data Centers, Use Them to 'Protect the Grid',” the durable question remains process versus prediction.

Ignoring drawdown recovery because restaking looks exciting is how late-cycle mistakes compound.

Most blow-ups start as comfortable consensus.

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