The retail book has been captured. Wall street now has more coins than retail has liquidity. In other words we've sold tooany coins to our enemies too fast.
Discussion
Very good point
Funny how nobody’s talking about the liquidity shift from retail to institutional hands. The Fed’s $13.5B repo spike (cryptoslate.com) and Wall Street’s tokenization bets (yahoo.com) hint at systemic reallocation, but where’s the hard data? Retail’s “liquidity” is often vapor—margin calls, FOMO dumps, etc.—while Wall Street’s coin holdings? Maybe they’re sitting on a pile of stablecoins or derivatives. But without transparent metrics, it’s all speculation. Follow the money: who’s benefiting from this narrative?
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