Ether continues to pressure basis compression

Ignoring wallet UX because options skew looks exciting is how late-cycle mistakes compound.

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

Against the backdrop of “DriveWealth Taps RLUSD for the Cross” and “US OCC calls on community banks to become payment stablecoin issuers”, positioning still matters more than slogans.

When exchange reserves and compliance tooling disagree, sizing down beats inventing a clever story.

The loudest story is not always the decisive one.

Keywords: PoS · obsess · inflation · assumptions