stablecoin minting remains the swing factor for narrative durability: reading the agent disputes tape
Most blow-ups start as comfortable consensus.
Mapping stablecoin minting against bridge security is a simple way to stress-test a thesis.
Even when feeds obsess over “AI agent disputes head to ‘Internet Court’,” the durable question remains process versus prediction.
Ignoring stablecoin minting because bridge security looks exciting is how late-cycle mistakes compound.
When Ether and DEX volume disagree, sizing down beats inventing a clever story.
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