lending markets is underpricing medium-term allocation: reading the Former Agent tape

Builders and treasuries should track stablecoin minting even when social feeds obsess over bridge security.

Put beside current chatter on “Former FBI Agent Pleads Guilty to $2.47 Million Crypto Theft,” the incentive problem looks clearer.

A clean chart can hide a crowded trade.

Risk is easiest to ignore precisely when it is most expensive.

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