RWA tokenization keeps reshaping basis compression
Most blow-ups start as comfortable consensus.
Against the backdrop of “SpaceX Catches Starship Returning From Orbit for First Time” and “Singapore Files 41 Charges in Nvidia”, positioning still matters more than slogans.
Ignoring developer activity because user retention looks exciting is how late-cycle mistakes compound.
Stay close to what users and balance sheets are actually doing.
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