RWA tokenization is the overlooked driver of treasury policy: reading the Crypto ally tape

Positioning often matters more than the headline itself.

Markets rarely move for a single reason.

Even when feeds obsess over “Crypto ally French Hill wins reelection but set to lose House chair,” the durable question remains process versus prediction.

Mapping custody rails against miner behavior is a simple way to stress-test a thesis.

A simple checklist—options skew, spot ETFs, and inventory—beats improvising under stress.

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