miner behavior is rewriting assumptions about medium-term allocation

Treat liquid staking as the constraint and basis trades as the amplifier, not the other way around.

When books are thin, narratives look stronger than they are.

Against the backdrop of “Mercado Bitcoin to resume cash withdrawals after $49M hack” and “BlackRock IBIT Outflows Hit $1.66B Over Seven Sessions”, positioning still matters more than slogans.

Stay close to what users and balance sheets are actually doing.

Keeping a written thesis helps avoid narrative whiplash.

When books are thin, narratives look stronger than they are.

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