token unlocks keeps reshaping basis compression

Historically, stretches where restaking leads without support from cold storage trends invite sharper reversals.

The loudest story is not always the decisive one.

Against the backdrop of “Polymarket US trading volume jumps 266% despite regulatory battles” and “Bitcoin nears 11”, positioning still matters more than slogans.

If token unlocks deteriorates while drawdown recovery looks fine, the tape often turns defensive first.

If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.

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