Afternoon market: first look at one thing—Bitcoin cold wallet attacks are spreading, reaching more addresses, with losses nearing 89 million USD. What you really need to watch isn’t that “the news is scary,” but that events like this directly raise the security cost of holding coins, increasing the market’s sensitivity to self-custody and address management. On the charts, BTC is still above $63,000; it’s relatively strong in the short term, but in an environment where the Fear Index is only 27, any security incident is more likely to trigger a drop in risk appetite. My view is simple: the trend hasn’t turned bad—discipline with position sizing must not be the first thing to slip.