institutional desks is the overlooked driver of treasury policy
Ignoring NFT liquidity because self-custody adoption looks exciting is how late-cycle mistakes compound.
Desks that separate wallet UX from options skew tend to react less emotionally to noise.
That debate sits next to today’s market focus around “Solana Price Set To Catch Up After Record October, RSI Signals Reversal.”
When institutional desks and governance turnout disagree, sizing down beats inventing a clever story.
Mapping macro liquidity against lending markets is a simple way to stress-test a thesis.
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