Bitget hot wallet seized 351 million, CEO says the IP points to North Korea’s Lazarus; the 460 million protection fund is the fallback. On the same day, Payy Bridge 1.8M and Meter Bridge 2.3M—on Meter, the payment involved newly minted tokens that were directly minted out and transferred away. Losses like this can’t be solved by compensation.

On the RWA side, Ondo turned BlackRock’s three tokenization strategies into on-chain products. Qualified non-US investors can buy directly. On the same day, the CFTC cleared registered entities, allowing client funds to be invested into tokenized assets—regulation and products launched at the same time. Securitize jumped 15 points that day. What the market is pricing in is the leap from demo to product.

The 10-year US Treasury yield broke 5.20%, hitting a 19-year high. The market has started pricing in multiple rate hikes in 2027. QNT, with HSBC and Barclays tokenizing and settling across GBP lines, rose 28%. Large orders accounted for 46% of the trades—this kind of move can’t fool anyone. Brent crude fell back from 106 to 99, while gold at 4270 barely moved.

$ONDO $BGB