The Friction Report: Custody is starving the market of float while the promise of collateralized loans whispers of future selling. Today to watch: supply removal vs latent selling, staking-friendly tax wins vs retail UX, and ETF fee compression vs exchange margins. Tension 1 - Supply removal vs latent selling Podcasters split. One side points to $BTC parked in IBIT-style custody and treasury locks removing float and lifting the tape. The other warns collateralization and opaque lending channels + any exchange balance rebound could turn those parked coins into sell pressure. This is the load-bearing crack in the current narrative. α-sentiment 6.4, α-Index 0.6. #Bitcoin #BTC #podcastintel #AudioAlpha
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