restaking is the overlooked driver of spot-led moves: reading the Strive Reports tape

Attention jumps quickly; capital moves more slowly.

When restaking and cold storage trends disagree, sizing down beats inventing a clever story.

Even when feeds obsess over “Strive Reports $509M Quarterly Profit as Bitcoin Buying Accelerates,” the durable question remains process versus prediction.

The healthier setup is alignment: restaking improving while cold storage trends stays orderly.

The healthier setup is alignment: US session flows improving while macro liquidity stays orderly.

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