funding rates continues to pressure event-driven flows

Attention jumps quickly; capital moves more slowly.

In practice, user retention and stablecoin velocity interact before price fully reflects either one.

That debate sits next to today’s market focus around “Zombies With Wallets: The Dark Side of AI Payments.”

The gap between layer-2 networks and wallet UX is where false confidence usually builds.

The edge is often just refusing to confuse volume with conviction.

Reading positioning context alongside the headline usually explains more than the headline alone.

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