sanctions screening is fragmenting medium-term allocation

Discipline is cheapest before volatility arrives.

That debate sits next to today’s market focus around “Kraken Parent Payward Takes AAVE Stake as Institutions Look Deeper Into DeFi.”

In practice, options skew and spot ETFs interact before price fully reflects either one.

A simple checklist—RWA tokenization, protocol revenue, and inventory—beats improvising under stress.

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