Last night’s macro was really lively, and this morning I’ll walk everyone through it.
The Middle East is still tugging at things: talks over navigating the Strait of Hormuz haven’t been settled, cargo ships have again been attacked, and tanker daily charter rates have surged straight to $1.2 million a day—an all-time record. Brent is trading at $103, and WTI has touched above $92. Inflation expectations perk up, and the 5-year U.S. Treasury yield has broken 5% for the first time since 2007; the U.S. dollar index is also up above 101.
As for U.S. stocks—they’re in trouble. The Dow is down more than 300 points, the Nasdaq is down 1%, and gold and silver are getting hit together. In an environment like $BTC , things that can still hold their ground are tough, but brothers looking to bottom-fish should wait a bit—don’t get carried away in a headwind situation.
What really gets me fired up is this: Blockchain.com has reached a basic agreement with the NYSE to tokenize stocks and ETFs. Traditional finance is being forced onto the chain. For concepts like RWA—$ONDO $HYPE —I’d suggest you focus on them.
There’s also some drama: the White House is considering a 90-day diesel export ban to push down oil prices, and the pressure from the midterm election season is obvious to the naked eye. This messy energy situation isn’t over in the short term, and risk-off sentiment will keep cycling.
My stance is simple: under macro pressure, don’t mess around with small-cap alts; hold the mainstream, and wait for the wind to pass before making moves.
NFA DYOR
#比特币 #加密货币 #RWA #BTC #Macro Watch
The Middle East is still tugging at things: talks over navigating the Strait of Hormuz haven’t been settled, cargo ships have again been attacked, and tanker daily charter rates have surged straight to $1.2 million a day—an all-time record. Brent is trading at $103, and WTI has touched above $92. Inflation expectations perk up, and the 5-year U.S. Treasury yield has broken 5% for the first time since 2007; the U.S. dollar index is also up above 101.
As for U.S. stocks—they’re in trouble. The Dow is down more than 300 points, the Nasdaq is down 1%, and gold and silver are getting hit together. In an environment like $BTC , things that can still hold their ground are tough, but brothers looking to bottom-fish should wait a bit—don’t get carried away in a headwind situation.
What really gets me fired up is this: Blockchain.com has reached a basic agreement with the NYSE to tokenize stocks and ETFs. Traditional finance is being forced onto the chain. For concepts like RWA—$ONDO $HYPE —I’d suggest you focus on them.
There’s also some drama: the White House is considering a 90-day diesel export ban to push down oil prices, and the pressure from the midterm election season is obvious to the naked eye. This messy energy situation isn’t over in the short term, and risk-off sentiment will keep cycling.
My stance is simple: under macro pressure, don’t mess around with small-cap alts; hold the mainstream, and wait for the wind to pass before making moves.
NFA DYOR
#比特币 #加密货币 #RWA #BTC #Macro Watch