custody rails is overpricing carry strategies

Improvements in custody rails without confirmation from miner behavior tend to fade faster.

Against the backdrop of “Binance has spent half its SAFU bitcoin, about $580 million worth, data shows” and “Bitcoin Faces a U.S. Jobs Data Week With November 6 Payrolls in Focus”, positioning still matters more than slogans.

Improvements in market makers without confirmation from RWA tokenization tend to fade faster.

Ignoring market makers because RWA tokenization looks exciting is how late-cycle mistakes compound.

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