custody rails is consolidating around weekend risk

The healthier setup is alignment: funding rates improving while Asia session flows stays orderly.

Even when feeds obsess over “DTCC to Bring Tokenized Stocks and Treasuries to Solana in 2027,” the durable question remains process versus prediction.

Attention jumps quickly; capital moves more slowly.

Treat custody rails as the constraint and miner behavior as the amplifier, not the other way around.

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