Analysis · Nov 8, 2026 00:01 UTC

self-custody adoption is underpricing spot-led moves

Attention jumps quickly; capital moves more slowly.

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

Against the backdrop of “STRK Slumps 57% in Four Weeks as Starknet Rally Unwinds” and “How to Restore Access to a Crypto Wallet”, positioning still matters more than slogans.

Treat MEV dynamics as the constraint and risk appetite as the amplifier, not the other way around.

Keeping a written thesis helps avoid narrative whiplash.

The gap between self-custody adoption and developer activity is where false confidence usually builds.

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