Scrolling through messages at dawn, the storyline in the Middle East is more thrilling than the price chart.
First, the big picture: the US Central Command said that over the past two months, it escorted more than 1 billion barrels of oil across the Strait of Hormuz, and even emphasized that Iran "was unable to export a single barrel." On the other side, Iran said that if the US really wants to talk, the agreement can be restored within days. Qatar and Pakistan are relaying messages in between, and it looks like the negotiation window is genuinely opening. Oil prices have been getting pushed and pulled because of this, and $BTC rides the elevator along with it—at this stage, risk assets are basically eating according to how the Middle East looks.
Now, what really caught my attention: $COIN filed applications for Apple and Nvidia perpetual contract products, and the stock price jumped directly by 12%. Once perpetual contracts like this are rolled out, 24/7 trading in traditional assets is only a matter of time, and the imagination space for crypto infrastructure expands yet another notch.
There’s also a pretty striking piece of data: Saylor said that $MSTR rose 48% last month within the Nasdaq 100, ranking first. This isn’t a cash-holding company at all—it’s clearly a leveraged BTC bullish option.
For the Asia session early trade, I’d expect caution to dominate. Don’t rush to chase until the talks actually land—just keep an eye on anomalies in oil prices.
NFA DYOR
#BTC #加密市场 #Coinbase #中东局势 #Bitcoin
First, the big picture: the US Central Command said that over the past two months, it escorted more than 1 billion barrels of oil across the Strait of Hormuz, and even emphasized that Iran "was unable to export a single barrel." On the other side, Iran said that if the US really wants to talk, the agreement can be restored within days. Qatar and Pakistan are relaying messages in between, and it looks like the negotiation window is genuinely opening. Oil prices have been getting pushed and pulled because of this, and $BTC rides the elevator along with it—at this stage, risk assets are basically eating according to how the Middle East looks.
Now, what really caught my attention: $COIN filed applications for Apple and Nvidia perpetual contract products, and the stock price jumped directly by 12%. Once perpetual contracts like this are rolled out, 24/7 trading in traditional assets is only a matter of time, and the imagination space for crypto infrastructure expands yet another notch.
There’s also a pretty striking piece of data: Saylor said that $MSTR rose 48% last month within the Nasdaq 100, ranking first. This isn’t a cash-holding company at all—it’s clearly a leveraged BTC bullish option.
For the Asia session early trade, I’d expect caution to dominate. Don’t rush to chase until the talks actually land—just keep an eye on anomalies in oil prices.
NFA DYOR
#BTC #加密市场 #Coinbase #中东局势 #Bitcoin