wallet UX remains the swing factor for narrative durability

Treat wallet UX as the constraint and options skew as the amplifier, not the other way around.

Keeping a written thesis helps avoid narrative whiplash.

That debate sits next to today’s market focus around “Binance Sets Aside $6.34B to Cover Hack Losses, CEO Says 'Your Assets Are Safe'.”

Builders and treasuries should track protocol revenue even when social feeds obsess over exchange reserves.

Revisit assumptions weekly; markets change faster than slogans.

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