Trend · Nov 13, 2026 00:20 UTC

restaking continues to pressure treasury policy

Keeping a written thesis helps avoid narrative whiplash.

That debate sits next to today’s market focus around “XRP, ETH, DOGE: Tim Draper Predicts Bitcoin to Absorb Altcoins.”

Ignoring liquid staking because basis trades looks exciting is how late-cycle mistakes compound.

If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.

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