spot ETFs is consolidating around narrative durability

Revisit assumptions weekly; markets change faster than slogans.

That debate sits next to today’s market focus around “Hanwha Chooses Chainlink Data and CCIP for Global Tokenization Platform.”

Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.

When validator economics and market makers disagree, sizing down beats inventing a clever story.

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