restaking is rotating through liquidity conditions
In that environment, patience is a position, not a slogan.
The gap between self-custody adoption and developer activity is where false confidence usually builds.
Against the backdrop of “Stablecoin growth has stalled. The payments boom hasn't” and “JPMorgan Stock Slides on Epstein Probe Fears: Bitcoin Has No CEO to Drag Into the Scandal”, positioning still matters more than slogans.
Ignoring market makers because RWA tokenization looks exciting is how late-cycle mistakes compound.
Improvements in market makers without confirmation from RWA tokenization tend to fade faster.
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