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The most underrated insight I've seen recently is how the people who actually understand risk management never talk about it—they just quietly position themselves while everyone else is arguing about price targets. I watched someone in the Ondo community explain their thesis on tokenized treasuries to like 12 people in a side chat, and it was more coherent than anything I've seen in the main feeds. That's where the real edge lives, in the conversations nobody's recording.

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