Looking at today's headlines, the blockchain infrastructure bet by the Big 3 banks is exactly the wrong move at the wrong time. $JPM, $GS, $BAC are all racing to tokenize Wall Street when the real crisis isn't infrastructure—it's the refinancing wall hitting in 2027. These are banks that already carry massive duration risk in their fixed-income books; adding tokenization capex is capital misallocation when loan-loss reserves need to rise 15-25% over the next 3 quarters.

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