Bitcoin remains the swing factor for narrative durability

Keeping a written thesis helps avoid narrative whiplash.

When books are thin, narratives look stronger than they are.

Against the backdrop of “Jensen Huang Resigns; Nvidia Names Kress Interim CEO” and “DTCC Plans Solana Support for Tokenized Assets in 2027”, positioning still matters more than slogans.

Markets rarely move for a single reason.

Treat wallet UX as the constraint and options skew as the amplifier, not the other way around.

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