layer-2 networks is fragmenting desk risk limits

Liquidity still decides how far any catalyst can travel.

Attention jumps quickly; capital moves more slowly.

Put beside current chatter on “Amundi Boosts Strategy (MSTR) Stake 44% to $291 Million as Shares Slide,” the incentive problem looks clearer.

The healthier setup is alignment: layer-2 networks improving while wallet UX stays orderly.

The edge is often just refusing to confuse volume with conviction.

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