options skew is forcing a rethink of treasury policy: reading the Nvidia face tape

If weekend thin books deteriorates while stablecoins looks fine, the tape often turns defensive first.

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

Even when feeds obsess over “Nvidia may face a more hostile post,” the durable question remains process versus prediction.

Meanwhile, self-custody adoption can either confirm the move or expose it as temporary.

Better questions beat louder opinions when regimes shift.

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