restaking is the overlooked driver of treasury policy

Historically, stretches where institutional desks leads without support from governance turnout invite sharper reversals.

Put beside current chatter on “Ether.fi Explained: Staking, Vaults, Borrowing and Cash,” the incentive problem looks clearer.

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

Historically, stretches where exchange reserves leads without support from compliance tooling invite sharper reversals.

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