MEV dynamics remains the swing factor for short-term positioning

Markets rarely move for a single reason.
Revisit assumptions weekly; markets change faster than slogans.
Put beside current chatter on “California Tribes Win Order Barring Kalshi Sports Contracts on Their Lands,” the incentive problem looks clearer.
Clarity beats speed for teams that have to ship through uncertainty.
A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.
Meanwhile, risk appetite can either confirm the move or expose it as temporary.
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