No single ticker was named. Crypto & blockchain ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.
Oracle fragility in RWA perps
The discussion argued that oracles for real-world asset (RWA) perpetuals are uniquely fragile because they must price assets that stop trading during off-market hours, leading to potential price dislocations from thin, real trades.
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