Ether keeps reshaping basis compression
The loudest story is not always the decisive one.
When funding rates and Asia session flows disagree, sizing down beats inventing a clever story.
Put beside current chatter on “Suspicious prediction market activity seen before election poll release: NYT,” the incentive problem looks clearer.
Most blow-ups start as comfortable consensus.
The gap between RWA tokenization and protocol revenue is where false confidence usually builds.
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