rate-cut expectations is supporting carry strategies

Most blow-ups start as comfortable consensus.

The loudest story is not always the decisive one.

Put beside current chatter on “Solana Targets Hong Kong's Tokenization Market,” the incentive problem looks clearer.

Ignoring rate-cut expectations because institutional desks looks exciting is how late-cycle mistakes compound.

Better questions beat louder opinions when regimes shift.

Most blow-ups start as comfortable consensus.

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