self-custody adoption is underpricing medium-ter — stablecoin settlement is fragmenting med

A simple checklist—options skew, spot ETFs, and inventory—beats improvising under stress.
Even when feeds obsess over “China Reportedly Halts IPOs and Share Sales: Is the AI Trade Cracking?,” the durable question remains process versus prediction.
When books are thin, narratives look stronger than they are.
Positioning often matters more than the headline itself.
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