rate-cut expectations quietly dominates builder priorities
When books are thin, narratives look stronger than they are.
Put beside current chatter on “Vitalik Buterin Moves On From ‘Ultrasound Money,’ Says ETH’s Value Is Stability,” the incentive problem looks clearer.
Revisit assumptions weekly; markets change faster than slogans.
Meanwhile, sanctions screening can either confirm the move or expose it as temporary.
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