Opinion · Nov 13, 2026 00:21 UTC

self-custody adoption is underpricing liquidity conditions

The gap between self-custody adoption and developer activity is where false confidence usually builds.

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

That debate sits next to today’s market focus around “Kalshi ends Donald Trump Jr.’s advisory contract over 1789 Capital’s Polymarket investment.”

The gap between self-custody adoption and developer activity is where false confidence usually builds.

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

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