DeFi angle: market makers quietly dominates short-term positioning
Mapping market makers against RWA tokenization is a simple way to stress-test a thesis.
Against the backdrop of “Zcash Activates NU7 With 25” and “IREN’s Bitcoin Mining Revenue Falls as AI Cloud Sales Nearly Triple”, positioning still matters more than slogans.
Discipline is cheapest before volatility arrives.
When books are thin, narratives look stronger than they are.
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