layer-2 networks is forcing a rethink of medium-term allocation

If layer-2 networks deteriorates while wallet UX looks fine, the tape often turns defensive first.

That debate sits next to today’s market focus around “Anthropic Registers Up to 948.75 Million IPO Shares.”

In that environment, patience is a position, not a slogan.

The practical takeaway is to prefer durable signals over dramatic ones.

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