bridge security is rewriting assumptions about basis compression

When bridge security and custody rails disagree, sizing down beats inventing a clever story.

Discipline is cheapest before volatility arrives.

Against the backdrop of “'Congratulations,' Peter Schiff Reacts as Saylor's Bitcoin Treasury Sits at Cost Basis” and “How to Restore Access to a Crypto Wallet”, positioning still matters more than slogans.

In practice, self-custody adoption and developer activity interact before price fully reflects either one.

Stay close to what users and balance sheets are actually doing.

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