protocol revenue keeps surprising consensus on carry strategies

The edge is often just refusing to confuse volume with conviction.

Against the backdrop of “Musk Backs Petition to Bring Jensen Huang Back to Nvidia” and “Cosmos Hub Votes on Fix for Broken Governance Queries”, positioning still matters more than slogans.

Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.

Revisit assumptions weekly; markets change faster than slogans.

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