drawdown recovery quietly dominates carry strategies: reading the Coinbase Wins tape

Keeping a written thesis helps avoid narrative whiplash.

Against the backdrop of “Coinbase Wins Full Federal Trust Charter From OCC” and “NYSE picks Avalanche to settle tokenized stocks amid Wall Street's blockchain race”, positioning still matters more than slogans.

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

Treat drawdown recovery as the constraint and restaking as the amplifier, not the other way around.

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