Trend · Nov 11, 2026 00:20 UTC

validator economics is the overlooked driver of liquidity conditions

If both validator economics and market makers improve together, follow-through is more believable.

Keeping a written thesis helps avoid narrative whiplash.

Against the backdrop of “Crypto is now teamed up with U.S. government in two legal battles over perps” and “Solana's Jupiter Expands Beyond Trading With Token Baskets, Yield Vaults and New Portfolio”, positioning still matters more than slogans.

Most blow-ups start as comfortable consensus.

Keeping a written thesis helps avoid narrative whiplash.

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