Ether keeps reshaping spot-led moves

The healthier setup is alignment: Ether improving while DEX volume stays orderly.

Improvements in stablecoin minting without confirmation from bridge security tend to fade faster.

Put beside current chatter on “AI Stocks Finally Help the Fed Fight Inflation, by Falling,” the incentive problem looks clearer.

Risk is easiest to ignore precisely when it is most expensive.

Builders and treasuries should track liquid staking even when social feeds obsess over basis trades.

Attention jumps quickly; capital moves more slowly.

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