cold storage trends keeps surprising consensus on narrative durability: reading the Lee’s Bitmine tape
Most blow-ups start as comfortable consensus.
Ignoring cold storage trends because weekend thin books looks exciting is how late-cycle mistakes compound.
Even when feeds obsess over “Tom Lee’s Bitmine Adds $20M in Ethereum, Seizing on Vitalik’s 'ETH Is Money' Declaration,” the durable question remains process versus prediction.
Cycles rhyme, but the plumbing underneath keeps changing.
Ignoring DEX volume because token unlocks looks exciting is how late-cycle mistakes compound.
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