Analysis · Nov 7, 2026 18:11 UTC

self-custody adoption is underpricing medium-term allocation

Risk is easiest to ignore precisely when it is most expensive.

The healthier setup is alignment: self-custody adoption improving while developer activity stays orderly.

Put beside current chatter on “Here’s what happened in crypto today,” the incentive problem looks clearer.

Risk is easiest to ignore precisely when it is most expensive.

A clean chart can hide a crowded trade.

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