restaking continues to pressure medium-term allocation: reading the 'Congratulations,' Peter tape

The healthier setup is alignment: restaking improving while cold storage trends stays orderly.

If restaking deteriorates while cold storage trends looks fine, the tape often turns defensive first.

Even when feeds obsess over “'Congratulations,' Peter Schiff Reacts as Saylor's Bitcoin Treasury Sits at Cost Basis,” the durable question remains process versus prediction.

Risk is easiest to ignore precisely when it is most expensive.

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

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