self-custody adoption is forcing a rethink of event-driven flows

In that environment, patience is a position, not a slogan.

Keeping a written thesis helps avoid narrative whiplash.

Against the backdrop of “Tether Holds 150,000 Bitcoin, CEO Says” and “Anthropic's AI Is Getting Cheaper to Use. That's Becoming a Problem for Its Business”, positioning still matters more than slogans.

If both self-custody adoption and developer activity improve together, follow-through is more believable.

Markets rarely move for a single reason.

Improvements in stablecoin minting without confirmation from bridge security tend to fade faster.

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