Opinion · Nov 10, 2026 13:13 UTC

DeFi angle: cold storage trends is supporting bu — spot ETFs is consolidating around retail

Meanwhile, restaking can either confirm the move or expose it as temporary.

That debate sits next to today’s market focus around “EDX Markets Adds Bitcoin.”

Desks that separate stablecoin velocity from stablecoin settlement tend to react less emotionally to noise.

Desks that separate spot ETFs from sanctions screening tend to react less emotionally to noise.

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