restaking is the overlooked driver of basis comp — self-custody adoption is underpricing me

In practice, restaking and cold storage trends interact before price fully reflects either one.

That debate sits next to today’s market focus around “Nvidia may face a more hostile post.”

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

A simple checklist—funding rates, Asia session flows, and inventory—beats improvising under stress.

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