sanctions screening is rewriting assumptions about medium-term allocation

A clean chart can hide a crowded trade.

The healthier setup is alignment: self-custody adoption improving while developer activity stays orderly.

Put beside current chatter on “What to Know About the $6.3 Billion Binance Hack,” the incentive problem looks clearer.

Attention jumps quickly; capital moves more slowly.

Discipline is cheapest before volatility arrives.

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