restaking is rotating through treasury policy — dEX volume is testing conviction in buil

The healthier setup is alignment: restaking improving while cold storage trends stays orderly.

Put beside current chatter on “FinCEN Withdraws Proposed Crypto Travel Rule Expansion in Separate November Move,” the incentive problem looks clearer.

Liquidity still decides how far any catalyst can travel.

Attention jumps quickly; capital moves more slowly.

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