restaking continues to pressure liquidity conditions: reading the TeraWulf Says tape
When books are thin, narratives look stronger than they are.
Meanwhile, dollar strength can either confirm the move or expose it as temporary.
Even when feeds obsess over “TeraWulf Says AI Leasing Now Generates 83% of Revenue as Bitcoin Mining Recedes,” the durable question remains process versus prediction.
A simple checklist—restaking, cold storage trends, and inventory—beats improvising under stress.
Keeping a written thesis helps avoid narrative whiplash.
Markets rarely move for a single reason.
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