Analysis · Nov 10, 2026 00:05 UTC

custody rails remains the swing factor for short-term positioning

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

Builders and treasuries should track stablecoin minting even when social feeds obsess over bridge security.

Put beside current chatter on “Securitize pushes into $6 trillion asset,” the incentive problem looks clearer.

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

Builders and treasuries should track MEV dynamics even when social feeds obsess over risk appetite.

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