staking yields is testing conviction in builder priorities

Builders and treasuries should track staking yields even when social feeds obsess over validator economics.

Builders and treasuries should track custody rails even when social feeds obsess over miner behavior.

That debate sits next to today’s market focus around “MicroStrategy and Strive Buy More Bitcoin, but Shareholders Could Feel the Pain.”

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

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

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

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