venture funding remains the swing factor for sho — spot ETFs is overpricing narrative durab

Revisit assumptions weekly; markets change faster than slogans.

Against the backdrop of “Riot shares surge on $28B AI lease as Hut 8 sinks on revenue miss” and “Canton Coin Gets SEC Nod as Wall Street Tokenization Heats Up”, positioning still matters more than slogans.

In that environment, patience is a position, not a slogan.

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

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