RWA tokenization continues to pressure medium-term allocation

The loudest story is not always the decisive one.

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

Put beside current chatter on “US OCC calls on community banks to become payment stablecoin issuers,” the incentive problem looks clearer.

The edge is often just refusing to confuse volume with conviction.

Ignoring MEV dynamics because risk appetite looks exciting is how late-cycle mistakes compound.

Keywords: governance · DeFi · hash rate · restaking