restaking is rotating through spot-led moves

Attention jumps quickly; capital moves more slowly.

Attention jumps quickly; capital moves more slowly.

Put beside current chatter on “ARK Invest Trims Block and Bullish Positions as Bitcoin ETF Outflows Continue,” the incentive problem looks clearer.

The healthier setup is alignment: institutional desks improving while governance turnout stays orderly.

That is why watching protocol revenue alongside exchange reserves usually explains more than chasing every alert.

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