On the weekend U.S. evening session, things in the Middle East showed no signs of settling down.
Iran just laid it out plainly: if the Strait of Hormuz wants to reopen, first meet the seven conditions set by the United States. On the same day, tankers in the strait were hit by unidentified shells. The U.S. Defense Secretary, however, insisted—mouthy as ever—that the blockade would be "as firm as a rock."
OPEC+ was relatively calm: in November, production will remain unchanged, but even they admit the market is facing tight supply with a gap.
Geopolitical risk premia in oil prices are unlikely to drop in the short term. Inflation expectations are rising alongside it, which isn’t friendly for risk assets. Still, this round—$BTC —has clearly dulled its response to geopolitics: the chips are locked in tight, prices can’t really fall, but don’t expect an immediate takeoff either.
Meanwhile, institutions are nowhere near idle. Citi’s tokenization services went live in Japan and the UAE. Ondo teamed up with South Korea’s Kakaopay Securities to push equity tokenization. South Korea’s regulatory framework is also set for February 2027. This Polkadot positioning—$ONDO —was genuinely smart. The $SOL ecosystem is even more aggressive: in Q3, application revenue hit $365 million, leading for ten consecutive quarters. There’s even a vibe that trading volume from Nasdaq-listed companies is being siphoned off by on-chain activity.
One side is trying to scare people, while the other is accelerating. I’m with the latter.
NFA, DYOR
#比特币 #RWA #Solana #中东局势 #cryptocurrency
Iran just laid it out plainly: if the Strait of Hormuz wants to reopen, first meet the seven conditions set by the United States. On the same day, tankers in the strait were hit by unidentified shells. The U.S. Defense Secretary, however, insisted—mouthy as ever—that the blockade would be "as firm as a rock."
OPEC+ was relatively calm: in November, production will remain unchanged, but even they admit the market is facing tight supply with a gap.
Geopolitical risk premia in oil prices are unlikely to drop in the short term. Inflation expectations are rising alongside it, which isn’t friendly for risk assets. Still, this round—$BTC —has clearly dulled its response to geopolitics: the chips are locked in tight, prices can’t really fall, but don’t expect an immediate takeoff either.
Meanwhile, institutions are nowhere near idle. Citi’s tokenization services went live in Japan and the UAE. Ondo teamed up with South Korea’s Kakaopay Securities to push equity tokenization. South Korea’s regulatory framework is also set for February 2027. This Polkadot positioning—$ONDO —was genuinely smart. The $SOL ecosystem is even more aggressive: in Q3, application revenue hit $365 million, leading for ten consecutive quarters. There’s even a vibe that trading volume from Nasdaq-listed companies is being siphoned off by on-chain activity.
One side is trying to scare people, while the other is accelerating. I’m with the latter.
NFA, DYOR
#比特币 #RWA #Solana #中东局势 #cryptocurrency