restaking continues to pressure medium-term allocation: reading the ChatGPT Getting tape

Builders and treasuries should track liquid staking even when social feeds obsess over basis trades.

Risk is easiest to ignore precisely when it is most expensive.

Even when feeds obsess over “ChatGPT Is Getting a GIF Maker Powered by OpenAI's Unannounced Images 2.6 Model,” the durable question remains process versus prediction.

Risk is easiest to ignore precisely when it is most expensive.

Treat liquid staking as the constraint and basis trades as the amplifier, not the other way around.

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