🌙 Late-night recap | Under the geo-political storm, what is the market pricing?

Tonight’s main thread is still the Middle East: Trump says Iran is in a “decisive mode,” with options including military strikes, economic blockade, or negotiations; Saudi’s Riyadh was hit by airstrikes, Aramco’s storage tanks caught fire, and the Strait of Hormuz remains closed. With both safe-haven demand and inflation pressures pulling in opposite directions, the $BTC trend is once again tied to the crude oil narrative.

There are quite a few undercurrents on-chain:
⚠️ GoPlus alert: FET conversion contracts were attacked due to a leaked private key authorization; 8.72 million FET were transferred out, and the attacker profited about $2 million. NTX was maliciously minted up to its limit.
🟢 Binance lists bStocks trading pairs for GoPro and Reddit—tokenization of stocks continues to accelerate.
📊 $SOL tokenized stocks’ on-chain holders reached 850,000, a new high; Raydium’s tokenized-stock cumulative trading volume surpassed $5 billion.

Sentiment is cautious late at night—keep leverage under control, and watch for volatility in tokens related to security incidents.

NFA | DYOR

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