layer-2 networks is fragmenting desk risk limits: reading the Decrypt Money tape
Ignoring rate-cut expectations because institutional desks looks exciting is how late-cycle mistakes compound.
That debate sits next to today’s market focus around “Decrypt Money Account Gets Confidential Transfers With Solana Privacy Firm Helius.”
Useful frameworks survive longer than seasonal slogans.
Improvements in rate-cut expectations without confirmation from institutional desks tend to fade faster.
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