Trend · Nov 8, 2026 00:01 UTC

stablecoin velocity is overpricing narrative durability

Most blow-ups start as comfortable consensus.

Put beside current chatter on “Ether ETFs Face Another $99.9M Outflow as Demand Stays Uneven,” the incentive problem looks clearer.

Cycles rhyme, but the plumbing underneath keeps changing.

Cycles rhyme, but the plumbing underneath keeps changing.

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