basis trades is rewriting assumptions about medium-term allocation: reading the India warns tape

Attention jumps quickly; capital moves more slowly.

The healthier setup is alignment: basis trades improving while stablecoin minting stays orderly.

Even when feeds obsess over “India warns AI,” the durable question remains process versus prediction.

The gap between basis trades and stablecoin minting is where false confidence usually builds.

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

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