From a data and macro perspective, we need to strip away emotion and focus on substantive signals. First, an anomaly has appeared on the blockchain security front. The Omarchy vulnerability disclosed by Buzzing·HN indicates that any user process can elevate privileges to root. Such low-level, system-wide risks have occurred in the crypto industry’s contracts and infrastructure. While it is not directly linked to major mainstream assets, it warns of potential operational risks in highly leveraged contract areas. There is a need to be vigilant about hackers exploiting privilege escalation to liquidate positions or withdraw funds early. Second, the macro environment has not improved. In Seoul, South Korea, the KOSPI Composite Index’s decline has narrowed to less than 1%, after previously falling by more than 3% at one point, suggesting that volatility in East Asian equities still exists and that risk-averse sentiment has not disappeared. Meanwhile, repeated eruptions of Japan’s Sakurajima volcano are uncontrollable natural events. Although they have no direct impact on the economy, they may heighten uncertainty in market psychology.
In trading data, the contract market has seen sharp abnormal moves. SKR surged by +166.2%. Extreme price increases like this are often accompanied by high turnover and short-term speculation. Without fundamental support, it is very likely caused by short-term capital games or news-driven hype, so chasing the price is not recommended. At the same time, FET (Fetch.ai) has remained stable around $4. As a leading project in the AI sector, its price is relatively rational, reflecting the market’s differentiated attitude toward the AI + blockchain narrative: valuations for top-tier assets are cooling, while low-cap alt contract coins are still swinging wildly.
Overall, the market currently shows the characteristics of “macro pressure with localized unrest.” SKR’s blow-off rally is a high-risk signal, while FET’s stability reflects the resilience of core assets. Investors should pay attention to contract liquidation data and large on-chain transfers to avoid being lured by short-term anomalies. With macro uncertainty still present, controlling position size and setting stop-loss orders is key. In this backdrop of macro uncertainty and market divergence, do you think it makes sense to continue holding core AI-sector assets and wait for a pullback to buy, or to rotate to stablecoins and stand by?
In trading data, the contract market has seen sharp abnormal moves. SKR surged by +166.2%. Extreme price increases like this are often accompanied by high turnover and short-term speculation. Without fundamental support, it is very likely caused by short-term capital games or news-driven hype, so chasing the price is not recommended. At the same time, FET (Fetch.ai) has remained stable around $4. As a leading project in the AI sector, its price is relatively rational, reflecting the market’s differentiated attitude toward the AI + blockchain narrative: valuations for top-tier assets are cooling, while low-cap alt contract coins are still swinging wildly.
Overall, the market currently shows the characteristics of “macro pressure with localized unrest.” SKR’s blow-off rally is a high-risk signal, while FET’s stability reflects the resilience of core assets. Investors should pay attention to contract liquidation data and large on-chain transfers to avoid being lured by short-term anomalies. With macro uncertainty still present, controlling position size and setting stop-loss orders is key. In this backdrop of macro uncertainty and market divergence, do you think it makes sense to continue holding core AI-sector assets and wait for a pullback to buy, or to rotate to stablecoins and stand by?