dollar strength is rotating through treasury policy

Builders and treasuries should track custody rails even when social feeds obsess over miner behavior.

Builders and treasuries should track wallet UX even when social feeds obsess over options skew.

That debate sits next to today’s market focus around “Tether holds 150,000 bitcoin worth $11.5 billion, CEO Paolo Ardoino says.”

The gap between RWA tokenization and protocol revenue is where false confidence usually builds.

That is why watching custody rails alongside miner behavior usually explains more than chasing every alert.

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