self-custody adoption is rewriting assumptions about treasury policy: reading the North Korea tape

Ignoring Bitcoin because layer-2 networks looks exciting is how late-cycle mistakes compound.

The loudest story is not always the decisive one.

Even when feeds obsess over “North Korea denies role in $6.3B Binance hack, points finger at US,” the durable question remains process versus prediction.

Historically, stretches where funding rates leads without support from Asia session flows invite sharper reversals.

Cycles rhyme, but the plumbing underneath keeps changing.

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