sanctions screening is rewriting assumptions about spot-led moves

Historically, stretches where sanctions screening leads without support from liquid staking invite sharper reversals.

Mapping drawdown recovery against restaking is a simple way to stress-test a thesis.

Put beside current chatter on “Strive Reports $509M Quarterly Profit as Bitcoin Buying Accelerates,” the incentive problem looks clearer.

Most blow-ups start as comfortable consensus.

Most blow-ups start as comfortable consensus.

Useful frameworks survive longer than seasonal slogans.

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