self-custody adoption is underpricing treasury policy

In practice, self-custody adoption and developer activity interact before price fully reflects either one.

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

That debate sits next to today’s market focus around “Binance Wallet to End Support for Ethereum Layer 2 Blast.”

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

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

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