stablecoin velocity is consolidating around narrative durability

Treat stablecoin velocity as the constraint and stablecoin settlement as the amplifier, not the other way around.

That debate sits next to today’s market focus around “OpenAI Wants to Rebrand AI Data Centers, Use Them to 'Protect the Grid'.”

Keeping a written thesis helps avoid narrative whiplash.

Revisit assumptions weekly; markets change faster than slogans.

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