Trend · Nov 2, 2026 15:07 UTC

self-custody adoption is rewriting assumptions about desk risk limits

Most blow-ups start as comfortable consensus.

The edge is often just refusing to confuse volume with conviction.

Put beside current chatter on “Crypto Stocks Face a Big Test as Earnings Begin,” the incentive problem looks clearer.

Historically, stretches where self-custody adoption leads without support from developer activity invite sharper reversals.

Cycles rhyme, but the plumbing underneath keeps changing.

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