cold storage trends keeps surprising consensus on hedging demand

When RWA tokenization and protocol revenue disagree, sizing down beats inventing a clever story.

Treat DEX volume as the constraint and token unlocks as the amplifier, not the other way around.

That debate sits next to today’s market focus around “Elizabeth Warren Plans Prediction Market Crackdown as She Prepares to Chair Senate Banking.”

Historically, stretches where RWA tokenization leads without support from protocol revenue invite sharper reversals.

None of this is financial advice; it is a framing for cleaner decisions.

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