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KOLs collectively shift to U.S. stocks
Not because they’ve started value investing
But because Web3 can’t tell a story—so no one’s left to take the bait
They’ve gone to U.S. stocks
And it’s still short-term—round trips with P contracts
So CEXs are also turning to U.S. stock RWA to meet demand
That previous “product promotion” industry chain
Will likely be completely restructured in this period
Unfortunately, as long as it’s still speculation
The endgame is actually the same…