The main event in the early hours was the Fed—this was the first rate hike since 2023, and yet $BTC didn’t break; it actually rose 0.88% to trade above $76,600. I honestly didn’t think this script would play out, but on second thought it’s reasonable: the dot plot suggests there will be only one more hike, and once the bad news is out, it becomes good news.
Even wilder is $ZEC —when the Paradigm accumulation/positioning news hit, it jumped +23% to a new all-time high. Institutions say they’re “defensive” in their mouths, but their wallets are being honest. This leg is about privacy coins being repriced—not just pure emotion-driven hype.
There’s also one easy-to-overlook factor: the U.S. sanctioned an Iranian exchange, citing the settlement of payments to Hormuz. As the conflict has reached this stage, on-chain transfers have become a channel you can’t avoid; the tug-of-war between compliance and decentralization will only become more frequent going forward.
Diesel prices are at record highs, and oil is still hovering above $100—the inflation story is far from over. Macros are still a powder keg. Keep some ammunition in your positioning; don’t go all-in.
For Asia, first watch $76,000—only if it holds will there be real action to speak of this week.
NFA DYOR
#BTC #ZEC #美联储 #加密货币 #geopolitics
Even wilder is $ZEC —when the Paradigm accumulation/positioning news hit, it jumped +23% to a new all-time high. Institutions say they’re “defensive” in their mouths, but their wallets are being honest. This leg is about privacy coins being repriced—not just pure emotion-driven hype.
There’s also one easy-to-overlook factor: the U.S. sanctioned an Iranian exchange, citing the settlement of payments to Hormuz. As the conflict has reached this stage, on-chain transfers have become a channel you can’t avoid; the tug-of-war between compliance and decentralization will only become more frequent going forward.
Diesel prices are at record highs, and oil is still hovering above $100—the inflation story is far from over. Macros are still a powder keg. Keep some ammunition in your positioning; don’t go all-in.
For Asia, first watch $76,000—only if it holds will there be real action to speak of this week.
NFA DYOR
#BTC #ZEC #美联储 #加密货币 #geopolitics