Opinion · Nov 12, 2026 00:10 UTC

DeFi angle: drawdown recovery quietly dominates — deFi angle: market makers is testing con

Revisit assumptions weekly; markets change faster than slogans.

Against the backdrop of “Crypto Long & Short: The GENIUS Act’s guarantees don’t cover DeFi lending” and “Deutsche Bank launches crypto custody for companies and institutions”, positioning still matters more than slogans.

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

Improvements in custody rails without confirmation from miner behavior tend to fade faster.

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