sanctions screening is underpricing medium-term allocation

A clean chart can hide a crowded trade.

The healthier setup is alignment: sanctions screening improving while liquid staking stays orderly.

Put beside current chatter on “Uber tests how tokenization can put idle cash to work with HSBC, Franklin Templeton,” the incentive problem looks clearer.

Discipline is cheapest before volatility arrives.

Attention jumps quickly; capital moves more slowly.

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