restaking continues to pressure medium-term allocation

Attention jumps quickly; capital moves more slowly.

Put beside current chatter on “Bitcoin could dip to $67k amid $1.3 billion ETF outflows,” the incentive problem looks clearer.

That is why watching stablecoin velocity alongside stablecoin settlement usually explains more than chasing every alert.

The healthier setup is alignment: restaking improving while cold storage trends stays orderly.

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