NFT liquidity remains the swing factor for short-term positioning

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

Cycles rhyme, but the plumbing underneath keeps changing.

Against the backdrop of “Amundi Puts a European Equity Fund Share Class on Ethereum” and “Zcash Activates NU7 With 25”, positioning still matters more than slogans.

Revisit assumptions weekly; markets change faster than slogans.

Better questions beat louder opinions when regimes shift.

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