MEV dynamics still sets the tone for hedging demand

Most blow-ups start as comfortable consensus.

Treat drawdown recovery as the constraint and restaking as the amplifier, not the other way around.

Against the backdrop of “Justin Sun seeks sanctions against Trump” and “Amazon, Tesla and SpaceX Join Objections to OKX”, positioning still matters more than slogans.

The practical takeaway is to prefer durable signals over dramatic ones.

Revisit assumptions weekly; markets change faster than slogans.

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