restaking keeps reshaping treasury policy

Historically, stretches where lending markets leads without support from NFT liquidity invite sharper reversals.

Historically, stretches where stablecoin settlement leads without support from cross-exchange spreads invite sharper reversals.

Put beside current chatter on “North Korea Is Laundering Binance Hack Loot at One New Wallet Every 25 Seconds,” the incentive problem looks clearer.

Useful frameworks survive longer than seasonal slogans.

When restaking and cold storage trends disagree, sizing down beats inventing a clever story.

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