liquid staking is consolidating around narrative durability

The gap between weekend thin books and stablecoins is where false confidence usually builds.

That debate sits next to today’s market focus around “Bitcoin Finds Opportunity as $1.1B in Long Positions Disappear.”

If both options skew and spot ETFs improve together, follow-through is more believable.

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

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