self-custody adoption is forcing a rethink of medium-term allocation

The healthier setup is alignment: bridge security improving while custody rails stays orderly.

Stay close to what users and balance sheets are actually doing.

Put beside current chatter on “Wall Street Just Cast a Big Doubt on Anthropic’s $800 Billion AI Bet,” the incentive problem looks clearer.

Builders and treasuries should track market makers even when social feeds obsess over RWA tokenization.

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

The healthier setup is alignment: self-custody adoption improving while developer activity stays orderly.

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