Post

This is the metric I’m watching. Not how loud the narrative is, but whether users are actually paying to use the product. $AAVE → lending demand $HYPE → leverage demand $ENA → stablecoin and dollar demand If fees keep growing, the market has something real to price. Usage first. Narrative second. #FOMCRateCallThisWeek #AIAnxietyHitsChipStocks #DailyOrbit