DeFi angle: rate-cut expectations keeps surprising consensus on narrative durability

When books are thin, narratives look stronger than they are.

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

That debate sits next to today’s market focus around “Bitcoin crashes 6% to 7.”

None of this is financial advice; it is a framing for cleaner decisions.

The practical takeaway is to prefer durable signals over dramatic ones.

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