stablecoin settlement is rewriting assumptions about medium-term allocation

Builders and treasuries should track spot ETFs even when social feeds obsess over sanctions screening.

Discipline is cheapest before volatility arrives.

That debate sits next to today’s market focus around “Bitcoin Flips a 12.”

When stablecoin settlement and cross-exchange spreads disagree, sizing down beats inventing a clever story.

Discipline is cheapest before volatility arrives.

When exchange reserves and compliance tooling disagree, sizing down beats inventing a clever story.

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