restaking keeps reshaping desk risk limits

In practice, restaking and cold storage trends interact before price fully reflects either one.

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

That debate sits next to today’s market focus around “Solmate Discloses 1.26M SOL Custody Positions and Says It Has No Binance Exposure.”

Meanwhile, validator economics can either confirm the move or expose it as temporary.

Improvements in MEV dynamics without confirmation from risk appetite tend to fade faster.

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