Markets really don’t sleep at dawn. $BTC fell below $83,000, with Iran as the trigger: oil tankers in the Strait of Hormuz struck mines one after another, the Pentagon is drawing up a three-day strike plan, Brent crude climbed above $102, and Treasury yields hit their highest level since 2002.
As risk aversion kicked in, Bitcoin took the first hit. Trump said he wouldn’t move against Iran before the November midterms, and oil prices plunged in response—but were still up more than 2% on the day. This verbal de-escalation could be reversed at any moment, so don’t take it at face value.
Two altcoins, though, made real moves. The $APT Foundation proposed capping total supply at 2.1 billion, halving staking rewards, and permanently locking 210 million tokens—cutting annualized unlocks by 60%. It’s clearly aiming for deflation. PYTH went further: its DAO passed the “100% rule,” directing all product revenue to buybacks, whereas previously it used only a third.
And here’s a development overshadowed by the big headlines: Samsung is bringing USDC on Solana to 82 million Galaxy users in the US. The $SOL stablecoin market is already worth $15 billion. The RWA push is making real progress—not just generating bullish talk.
The Fed is signaling rate hikes again, and may have to raise rates over the next 6–9 months. The tough days for risk assets aren’t over. Manage your positions, and don’t get itchy fingers in the middle of the night.
NFA DYOR
#比特币 #Aptos #Solana #RWA #CryptoMarket
As risk aversion kicked in, Bitcoin took the first hit. Trump said he wouldn’t move against Iran before the November midterms, and oil prices plunged in response—but were still up more than 2% on the day. This verbal de-escalation could be reversed at any moment, so don’t take it at face value.
Two altcoins, though, made real moves. The $APT Foundation proposed capping total supply at 2.1 billion, halving staking rewards, and permanently locking 210 million tokens—cutting annualized unlocks by 60%. It’s clearly aiming for deflation. PYTH went further: its DAO passed the “100% rule,” directing all product revenue to buybacks, whereas previously it used only a third.
And here’s a development overshadowed by the big headlines: Samsung is bringing USDC on Solana to 82 million Galaxy users in the US. The $SOL stablecoin market is already worth $15 billion. The RWA push is making real progress—not just generating bullish talk.
The Fed is signaling rate hikes again, and may have to raise rates over the next 6–9 months. The tough days for risk assets aren’t over. Manage your positions, and don’t get itchy fingers in the middle of the night.
NFA DYOR
#比特币 #Aptos #Solana #RWA #CryptoMarket