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That upcoming unlock event? Yeah, it's gonna put serious pressure on Plume. But here's the thing—RWA momentum isn't just hype anymore, it's moving real money.
We just saw $100 million in institutional assets flow into the space. Sure, you're sitting on a 90% drawdown on both positions right now. Painful, I get it.
But here's the play: if you believe the RWA narrative has enough strength to absorb that January selling pressure, converting part of your position could actually make sense. Not saying go all in—maybe swap a portion and keep the rest. Watch how it reacts to the unlock closely.
The key question: can institutional backing and narrative momentum overpower unlock dilution? That's what you're betting on.
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Whether the unlocking will cause a dumping or not is another story; the key is whether RWA can catch this wave...
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With a 90% fall, what are they thinking? Let's wait and see how it reacts before making any conclusions.
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Institutions are entering the market, but the amount being unlocked is not to be taken lightly; we have to see which side is more ruthless.
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Some rebalancing sounds reasonable, but we need to see how it reacts.
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Wow, is there another "institutional endorsement so it's stable" argument coming?
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Let's wait and see how January unfolds; it's too early to draw conclusions now.
Unlocking the dump vs. institutional narrative—the bet is on whether the latter is strong enough.
Is the institutional entry really strong enough to resist the fall? I have my doubts...
If 90% are losing, what narrative are they still thinking about? Just stay alive, brother.
Is this all there is to RWA? It's not as resilient as I thought.
Instead of switching positions, why not wait for the bottom to fall? No need to rush.