DeFi angle: protocol revenue keeps surprising consensus on carry strategies

Revisit assumptions weekly; markets change faster than slogans.

When books are thin, narratives look stronger than they are.

Against the backdrop of “Anthropic Sets IPO Price Range at $70 to $78, Valuing Company at Up to $1.4 Trillion” and “Visa Adds Monad to Stablecoin Settlement Options as Institutions Seek More Rails”, positioning still matters more than slogans.

Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.

Clarity beats speed for teams that have to ship through uncertainty.

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