Overnight was a bit intense—$BTC has broken below $83,000.
The trigger was the US-Iran situation: a tanker struck a mine in the Strait of Hormuz; Brent crude surged to $102; US Treasury yields shot back to their highest level since 2002; and risk assets were collectively hammered. Some analysts say that below 83k is the express lane to 80k. Honestly, there’s not much logic to this kind of geopolitics-driven selloff, but when it comes to liquidity, run first—can’t outlast it.
As for the in-the-crypto-industry big news: $APT — the Aptos Foundation has proposed capping the total supply at 2.1 billion coins; slashing staking rewards from 5.19% down to 2.6%; increasing gas fees by 10x; and permanently locking 210 million coins, with the annual unlock amount dropping by 60%. It’s clearly pressing hard on the deflationary direction. In the most aggressive tier of public-chain tokenomics—let’s see whether the market buys it.
$PYTH ’s DAO also approved a “100% rule”: all product revenue will be used to buy back tokens in the open market, which is far more aggressive than before when it only allocated one-third. I like this kind of real, hard-money buyback.
Also, Samsung plans to bring USDC on Solana to 82 million US Galaxy users. The RWA narrative is moving fast—from Securitize going live globally with stock tokenization to Robinhood partnering in with T. Rowe Price. Old money is entering at a faster pace than I expected.
Today’s strategy is just one line: as long as the Middle East isn’t calm, treat any bounce as a chance to escape—hold your hands.
NFA, DYOR
#BTC #APT #PYTH #RWA #SOL
The trigger was the US-Iran situation: a tanker struck a mine in the Strait of Hormuz; Brent crude surged to $102; US Treasury yields shot back to their highest level since 2002; and risk assets were collectively hammered. Some analysts say that below 83k is the express lane to 80k. Honestly, there’s not much logic to this kind of geopolitics-driven selloff, but when it comes to liquidity, run first—can’t outlast it.
As for the in-the-crypto-industry big news: $APT — the Aptos Foundation has proposed capping the total supply at 2.1 billion coins; slashing staking rewards from 5.19% down to 2.6%; increasing gas fees by 10x; and permanently locking 210 million coins, with the annual unlock amount dropping by 60%. It’s clearly pressing hard on the deflationary direction. In the most aggressive tier of public-chain tokenomics—let’s see whether the market buys it.
$PYTH ’s DAO also approved a “100% rule”: all product revenue will be used to buy back tokens in the open market, which is far more aggressive than before when it only allocated one-third. I like this kind of real, hard-money buyback.
Also, Samsung plans to bring USDC on Solana to 82 million US Galaxy users. The RWA narrative is moving fast—from Securitize going live globally with stock tokenization to Robinhood partnering in with T. Rowe Price. Old money is entering at a faster pace than I expected.
Today’s strategy is just one line: as long as the Middle East isn’t calm, treat any bounce as a chance to escape—hold your hands.
NFA, DYOR
#BTC #APT #PYTH #RWA #SOL