stablecoin settlement is rewriting assumptions about basis compression
If both stablecoin settlement and cross-exchange spreads improve together, follow-through is more believable.
A clean chart can hide a crowded trade.
Against the backdrop of “XRP Ledger Activates New Amendment to Strengthen Network” and “Apple Joins 59”, positioning still matters more than slogans.
In that environment, patience is a position, not a slogan.
Treat Bitcoin as the constraint and layer-2 networks as the amplifier, not the other way around.
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