custody rails is overpricing weekend risk

Treat custody rails as the constraint and miner behavior as the amplifier, not the other way around.

The edge is often just refusing to confuse volume with conviction.

Against the backdrop of “Major Crypto Crime Task Force Launched by TRON, Tether, and Chainalysis” and “Rumble (RUM) Sells Two”, positioning still matters more than slogans.

The gap between lending markets and NFT liquidity is where false confidence usually builds.

In that environment, patience is a position, not a slogan.

Keeping a written thesis helps avoid narrative whiplash.

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