On Sunday evening, the market isn’t trading, and the news hasn’t stopped at all.
The biggest drama is still the Middle East: Iran has clearly refused to reopen the Strait of Hormuz unless the United States first meets seven conditions. OPEC+ just wrapped up a meeting—according to them, even they admit there’s a supply gap in the oil market, and November production will be kept unchanged. The oil-price mines haven’t been defused. $BTC trying to move on its own independently is a bit difficult. Historically, every time geopolitics tightens up, altcoins are the first to kneel—this time probably won’t be any exception.
Then there’s what’s directly related to us: FT reported that the ESMA is investigating Binance along with regulators from France and Germany, suspecting it of using “reverse solicitation” to bypass MiCA licensing and continue serving European users. Regulators targeting a leading exchange will definitely weigh on sentiment in the short term—but then again, being investigated also means the company is big enough that nobody can ignore it. Those who get it, get it.
The highlight is that this RWA wave is truly accelerating: Citigroup’s Token Services is rolling out in Japan and the UAE; South Korea has set a February 2027 timeline for its tokenized securities framework; and Ondo has launched several new product combinations in just one week. $SOL had application revenue of $365 million last week—topping the charts for ten straight quarters. Fiserv also signed up more than 90 banks in one go. Tron Inc, which is listed on Nasdaq, is still stockpiling TRX with holdings of over 717 million tokens—real money, not hype.
Geopolitics may pressure things in the short term, while RWA and institutions will support the longer run. Don’t rush to open positions tonight—first, watch how oil prices react when the market opens tomorrow.
NFA DYOR
#RWA #币安广场 #Solana #地缘政治 #BTC
The biggest drama is still the Middle East: Iran has clearly refused to reopen the Strait of Hormuz unless the United States first meets seven conditions. OPEC+ just wrapped up a meeting—according to them, even they admit there’s a supply gap in the oil market, and November production will be kept unchanged. The oil-price mines haven’t been defused. $BTC trying to move on its own independently is a bit difficult. Historically, every time geopolitics tightens up, altcoins are the first to kneel—this time probably won’t be any exception.
Then there’s what’s directly related to us: FT reported that the ESMA is investigating Binance along with regulators from France and Germany, suspecting it of using “reverse solicitation” to bypass MiCA licensing and continue serving European users. Regulators targeting a leading exchange will definitely weigh on sentiment in the short term—but then again, being investigated also means the company is big enough that nobody can ignore it. Those who get it, get it.
The highlight is that this RWA wave is truly accelerating: Citigroup’s Token Services is rolling out in Japan and the UAE; South Korea has set a February 2027 timeline for its tokenized securities framework; and Ondo has launched several new product combinations in just one week. $SOL had application revenue of $365 million last week—topping the charts for ten straight quarters. Fiserv also signed up more than 90 banks in one go. Tron Inc, which is listed on Nasdaq, is still stockpiling TRX with holdings of over 717 million tokens—real money, not hype.
Geopolitics may pressure things in the short term, while RWA and institutions will support the longer run. Don’t rush to open positions tonight—first, watch how oil prices react when the market opens tomorrow.
NFA DYOR
#RWA #币安广场 #Solana #地缘政治 #BTC