token unlocks is the overlooked driver of desk risk limits: reading the Crypto Treasury tape

A clean chart can hide a crowded trade.

Builders and treasuries should track NFT liquidity even when social feeds obsess over self-custody adoption.

Even when feeds obsess over “Crypto Treasury Stocks: How mNAV and Dilution Affect Value,” the durable question remains process versus prediction.

Builders and treasuries should track Asia session flows even when social feeds obsess over on-chain fees.

Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.

Attention jumps quickly; capital moves more slowly.

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