Good morning—let’s start with a touch of magical realism on the Asian session: oil prices plunged by 5% overnight, yet $BTC quietly moved up to stand above 85,000, hitting an eight-month high.
The logic isn’t complicated. In the Middle East, Trump talks tough, but in reality Qatar is mediating the negotiations in the middle. Oil tankers through the Strait of Hormuz resume loading, and oil prices tumble from their highs. Once risk appetite returns, the Nasdaq sets a new closing high; $BTC rises along with it, climbing nearly 9% from the low of 75,350 on the day of the FOMC.
A few details to watch:
Strategy added another 950 BTC to its position—Saylor now holds nearly 850,000 coins. This “buying machine” just won’t stop. In the House committee, the vote (28:21) wrote the strategic Bitcoin reserve into law. This matters even more than ETF inflows. As for ETFs, net inflows last week were only $6.2 million—the quietest week in history; it only got saved on Friday with $433 million. Institutions are watching from the sidelines, retail chasing FOMO—so the structure is a bit subtle.
There’s also a slower-moving factor: the European Central Bank is pushing the digital euro into bank-to-bank tokenized settlement, and it also plans to invest in RWA directly. This CBDC track is accelerating—don’t just focus on memes.
If the Asian session can hold above 85k, there may be a chance today. Chasing is not recommended—wait for a pullback.
NFA DYOR
#BTC #比特币 #加密货币 #RWA #Web3
The logic isn’t complicated. In the Middle East, Trump talks tough, but in reality Qatar is mediating the negotiations in the middle. Oil tankers through the Strait of Hormuz resume loading, and oil prices tumble from their highs. Once risk appetite returns, the Nasdaq sets a new closing high; $BTC rises along with it, climbing nearly 9% from the low of 75,350 on the day of the FOMC.
A few details to watch:
Strategy added another 950 BTC to its position—Saylor now holds nearly 850,000 coins. This “buying machine” just won’t stop. In the House committee, the vote (28:21) wrote the strategic Bitcoin reserve into law. This matters even more than ETF inflows. As for ETFs, net inflows last week were only $6.2 million—the quietest week in history; it only got saved on Friday with $433 million. Institutions are watching from the sidelines, retail chasing FOMO—so the structure is a bit subtle.
There’s also a slower-moving factor: the European Central Bank is pushing the digital euro into bank-to-bank tokenized settlement, and it also plans to invest in RWA directly. This CBDC track is accelerating—don’t just focus on memes.
If the Asian session can hold above 85k, there may be a chance today. Chasing is not recommended—wait for a pullback.
NFA DYOR
#BTC #比特币 #加密货币 #RWA #Web3