liquid staking is consolidating around weekend risk

Most blow-ups start as comfortable consensus.

Ignoring macro liquidity because lending markets looks exciting is how late-cycle mistakes compound.

That debate sits next to today’s market focus around “FinCEN Withdraws Proposed Crypto Travel Rule Expansion in Separate November Move.”

Keeping a written thesis helps avoid narrative whiplash.

Cycles rhyme, but the plumbing underneath keeps changing.

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