On Sunday evening, let’s talk about the key things worth watching next week.
The news that caught my eye the most today: Coinbase has applied to list perpetual stock contracts for Apple and Nvidia, and $COIN jumped straight up by 12%. Stock tokenization is moving from PPT to real implementation—still, it’s the U.S. blue chips first that are getting on-chain. The boundary between exchanges and brokerages is getting blurrier, and this track will only get more competitive in the second half of the year.
Also, things are heating up on the geopolitical front: an attack in Riyadh, fires at Aramco’s storage tanks, Trump returning to the White House a day early, and the standoff between the U.S. and Iran continuing. What’s interesting, though, is that the crude oil transit volume through the Strait of Hormuz actually hit a six-month high, with the U.S. military escorting over 1 billion barrels through. The market has learned to “listen to the gunfire and watch the flow”—what gets priced in is the stalemate, not an all-out war. $BTC also stays steady over the weekend; the money is waiting.
On the macro side, keep an eye out: the U.S. House of Representatives passed a bill authorizing the imposition of up to a 100% tariff on countries buying Russian oil—both China and India are on the list. He Lifeng visits the U.S. for economic and trade consultations and mentions the 23rd. Oil price + tariffs + negotiations—three variables collide. Be careful about a gap at Monday’s open.
My take: no one is pumping the market over the weekend, but the smart money is already positioning. Instead of chasing higher, it’s better to wait until Monday when the direction becomes clear. Patience is also a position.
NFA DYOR
#比特币 #加密货币 #BTC #Coinbase #中东局势
The news that caught my eye the most today: Coinbase has applied to list perpetual stock contracts for Apple and Nvidia, and $COIN jumped straight up by 12%. Stock tokenization is moving from PPT to real implementation—still, it’s the U.S. blue chips first that are getting on-chain. The boundary between exchanges and brokerages is getting blurrier, and this track will only get more competitive in the second half of the year.
Also, things are heating up on the geopolitical front: an attack in Riyadh, fires at Aramco’s storage tanks, Trump returning to the White House a day early, and the standoff between the U.S. and Iran continuing. What’s interesting, though, is that the crude oil transit volume through the Strait of Hormuz actually hit a six-month high, with the U.S. military escorting over 1 billion barrels through. The market has learned to “listen to the gunfire and watch the flow”—what gets priced in is the stalemate, not an all-out war. $BTC also stays steady over the weekend; the money is waiting.
On the macro side, keep an eye out: the U.S. House of Representatives passed a bill authorizing the imposition of up to a 100% tariff on countries buying Russian oil—both China and India are on the list. He Lifeng visits the U.S. for economic and trade consultations and mentions the 23rd. Oil price + tariffs + negotiations—three variables collide. Be careful about a gap at Monday’s open.
My take: no one is pumping the market over the weekend, but the smart money is already positioning. Instead of chasing higher, it’s better to wait until Monday when the direction becomes clear. Patience is also a position.
NFA DYOR
#比特币 #加密货币 #BTC #Coinbase #中东局势