On-chain compliance fund flow thinking: wallets sanctioned by the US and Israel—more than 87% of them almost only settle in USDT—while Iranian entities use $7.8 billion in USDT to get around sanctions. Once regulatory news breaks, they first suppress the stablecoin premium, and then the funds flow back into the mainstream coins with the strongest liquidity.
Price check: LINK 14.44 up 2.3%, NEAR 4.91 down 5.6%, COMP 23.54 down 1.5%. When the regulated assets come under pressure, the money concentrates into targets with real ecosystems; LINK’s outperformance against the trend is precisely this characteristic. NEAR breaks below the $5 weak zone to avoid risk. #LINK
Price check: LINK 14.44 up 2.3%, NEAR 4.91 down 5.6%, COMP 23.54 down 1.5%. When the regulated assets come under pressure, the money concentrates into targets with real ecosystems; LINK’s outperformance against the trend is precisely this characteristic. NEAR breaks below the $5 weak zone to avoid risk. #LINK