DeFi angle: stablecoins quietly dominates builde — custody rails is overpricing carry strat

Improvements in macro liquidity without confirmation from lending markets tend to fade faster.

That debate sits next to today’s market focus around “220 Billion Shiba Inu (SHIB): Result of the Biggest Outflow Streak in 2026.”

Better questions beat louder opinions when regimes shift.

Mapping stablecoins against dollar strength is a simple way to stress-test a thesis.

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