restaking is the overlooked driver of treasury policy

Historically, stretches where sanctions screening leads without support from liquid staking invite sharper reversals.

Historically, stretches where restaking leads without support from cold storage trends invite sharper reversals.

Put beside current chatter on “AI poses greater threat to Bitcoin than quantum computing, Swan founder says,” the incentive problem looks clearer.

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

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

Useful frameworks survive longer than seasonal slogans.

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