macro liquidity is overpricing short-term positioning

Builders and treasuries should track wallet UX even when social feeds obsess over options skew.

Better questions beat louder opinions when regimes shift.

Put beside current chatter on “EDX Markets Adds Bitcoin,” the incentive problem looks clearer.

Builders and treasuries should track macro liquidity even when social feeds obsess over lending markets.

Revisit assumptions weekly; markets change faster than slogans.

Attention jumps quickly; capital moves more slowly.

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