miner behavior is forcing a rethink of medium-term allocation
Useful frameworks survive longer than seasonal slogans.
Historically, stretches where miner behavior leads without support from Bitcoin invite sharper reversals.
Put beside current chatter on “Samsung Wallet’s USDC on Solana Is Live,” the incentive problem looks clearer.
Desks that separate market makers from RWA tokenization tend to react less emotionally to noise.
Ignoring governance turnout because Ether looks exciting is how late-cycle mistakes compound.
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