RWA tokenization continues to pressure spot-led moves

Attention jumps quickly; capital moves more slowly.

Builders and treasuries should track cross-exchange spreads even when social feeds obsess over order-book depth.

Put beside current chatter on “Justin Sun seeks sanctions against Trump,” the incentive problem looks clearer.

The edge is often just refusing to confuse volume with conviction.

Builders and treasuries should track macro liquidity even when social feeds obsess over lending markets.

Risk is easiest to ignore precisely when it is most expensive.

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