Tonight’s Nasdaq session is impossible to watch. The Pentagon has been reported to be finalizing a large-scale airstrike plan against Iran—just waiting for Trump’s approval. Brent crude has surged to $105. Supertanker freight rates have jumped 8x. US stock futures have collectively plunged, and $BTC has also slipped below 83,000.
With this kind of geopolitical backdrop, don’t try to guess the bottom. Oil prices are rising together with US Treasury yields. Risk assets are all crumpling. Altcoins are dying even faster than a big pancake. If you’re itching to pick a bottom, cool your hands first.
But after-hours, I’ve been watching two pieces of news for a while: first, that $PYTH DAO has passed the “100% rule.” All product revenue will be used for public-market token buybacks, which is three times the proportion compared to the previous one-third—there just aren’t many projects that actually use real cash to repurchase during a bear market. Second, the Winklevoss brothers have filed a spot ETF application for $ZEC . Privacy coins are already knocking on Wall Street’s door—this is more interesting than the price itself.
Under $BTC , it’s a look at 80,000. If it can’t hold, then control your hands. It’s not too late to act once the airstrike actually lands or negotiations produce a result—I’m saving my bullets.
NFA DYOR
#比特币 #BTC #加密货币 #地缘政治 #Market analysis
With this kind of geopolitical backdrop, don’t try to guess the bottom. Oil prices are rising together with US Treasury yields. Risk assets are all crumpling. Altcoins are dying even faster than a big pancake. If you’re itching to pick a bottom, cool your hands first.
But after-hours, I’ve been watching two pieces of news for a while: first, that $PYTH DAO has passed the “100% rule.” All product revenue will be used for public-market token buybacks, which is three times the proportion compared to the previous one-third—there just aren’t many projects that actually use real cash to repurchase during a bear market. Second, the Winklevoss brothers have filed a spot ETF application for $ZEC . Privacy coins are already knocking on Wall Street’s door—this is more interesting than the price itself.
Under $BTC , it’s a look at 80,000. If it can’t hold, then control your hands. It’s not too late to act once the airstrike actually lands or negotiations produce a result—I’m saving my bullets.
NFA DYOR
#比特币 #BTC #加密货币 #地缘政治 #Market analysis