Analysis · Nov 12, 2026 17:21 UTC

self-custody adoption is underpricing medium-ter — stablecoin minting is overpricing narrat

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

That debate sits next to today’s market focus around “DTCC Plans Solana Support for Tokenized Assets in 2027.”

In that environment, patience is a position, not a slogan.

Improvements in stablecoin minting without confirmation from bridge security tend to fade faster.

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