The Friction Report: Supply shock vs security shock — institutions hoard while hackers probe the seams. Narratives to watch: 1) Supply removal vs latent liquidity. 2) Institutional product rollout vs regulatory gridlock. 3) Security shock contagion vs structural adoption. Tension 1 - Supply removal vs latent liquidity: ETF inflows, corporate treasuries and tokenized funds are actively pulling $BTC and select L1s off-exchange, creating an asymmetric upside thesis. Counterforce: rehypothecation, lending desks and on-exchange balances can reintroduce supply in a day. The load-bearing crack is custody and lending opacity; a rehypothecation unwind or stablecoin/liquidity stress tips this into rapid supply re-entry and episodic volatility. α-sentiment 5.9. This is podcast intelligence, not financial advice. #BTC #ETH #SOL #podcastintel
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