cold storage trends quietly dominates hedging demand: reading the Still Early: tape
A clean chart can hide a crowded trade.
Against the backdrop of “We Are Still Early: One Brutal Wall Street Session Erased More Than the Entire Crypto Market” and “Bitcoin holders have received eCash”, positioning still matters more than slogans.
Keeping a written thesis helps avoid narrative whiplash.
The gap between sanctions screening and liquid staking is where false confidence usually builds.
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