rate-cut expectations is supporting weekend risk: reading the Labs exec tape

Ignoring venture funding because US session flows looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Ava Labs exec says NYSE deal marks end of blockchain’s ‘general purpose era’,” the incentive problem looks clearer.

Cycles rhyme, but the plumbing underneath keeps changing.

Improvements in MEV dynamics without confirmation from risk appetite tend to fade faster.

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