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Large withdrawals: ~$470 million from Bitcoin ETFs and ~$81.4 million from Ethereum ETFs on Oct 29  . That felt like capital hesitation.

Meanwhile $BOS recently listed on Bingx so I locked in BOS on BingX listing as a speculative infrastructure bet. My read: when passive flows stall, the winners will be those with real network value, bridging, and proof systems.

I’m watching supply unlock schedules, bridging metrics, and node health next. Would be great to hear from others, what are you tracking to validate the thesis?

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