Glassnode’s chart: realized cap is still climbing while new money from ETFs, stablecoins and treasuries fades. The rally is being carried by holders who were already in. That’s a fragile setup for anything that needs fresh capital to keep working. Tokens paying yield out of inflation are the first to feel it. Flare cut inflation from 10% to 3% in two votes (FIP.01, FIP.16). If inflows stay thin through Q4, whose yield actually holds up?
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