【Midday Deep Dive | BTC Falls Below $82,000, While Solana Is “Getting a Head Start”】
6551 real-time data shows: an oil tanker hit a mine in the Strait of Hormuz, the Pentagon is drafting a three-day strike plan against Iran, Brent crude climbed above $102, U.S. Treasury yields hit their highest level since 2002, and $BTC briefly fell below $82,000. Coupled with hawkish comments from Fed officials Waller and Musalem (who suggested rates could rise in the next 6–9 months), the macro backdrop is extremely unfavorable for Bitcoin.
But on-chain narratives are diverging. The $SOL ecosystem saw two major developments in 24 hours:
① Samsung Wallet natively integrated Solana USDC, giving it direct access to 82 million U.S. Galaxy users (Samsung has 2 billion devices worldwide);
② Securitize brought tokenized shares of Apple, Nvidia, and Tesla to Solana, with settlement in USDC. A channel to the NYSE is in the works.
The Solana Foundation says the “tokenization supercycle” has begun: on-chain stablecoins have reached $15 billion, with 13 million holders. Also note that BAL and TNSR will be delisted by Coinbase on November 9.
Food for thought: During macro-driven valuation sell-offs, capital is more likely to gravitate toward narratives with genuine user growth. BTC’s $80,000 level is a key support to watch, while SOL’s RWA story may be a relative bright spot in a weak market.
NFA | DYOR
#BTC #SOL #RWA #币安广场 #Crypto
6551 real-time data shows: an oil tanker hit a mine in the Strait of Hormuz, the Pentagon is drafting a three-day strike plan against Iran, Brent crude climbed above $102, U.S. Treasury yields hit their highest level since 2002, and $BTC briefly fell below $82,000. Coupled with hawkish comments from Fed officials Waller and Musalem (who suggested rates could rise in the next 6–9 months), the macro backdrop is extremely unfavorable for Bitcoin.
But on-chain narratives are diverging. The $SOL ecosystem saw two major developments in 24 hours:
① Samsung Wallet natively integrated Solana USDC, giving it direct access to 82 million U.S. Galaxy users (Samsung has 2 billion devices worldwide);
② Securitize brought tokenized shares of Apple, Nvidia, and Tesla to Solana, with settlement in USDC. A channel to the NYSE is in the works.
The Solana Foundation says the “tokenization supercycle” has begun: on-chain stablecoins have reached $15 billion, with 13 million holders. Also note that BAL and TNSR will be delisted by Coinbase on November 9.
Food for thought: During macro-driven valuation sell-offs, capital is more likely to gravitate toward narratives with genuine user growth. BTC’s $80,000 level is a key support to watch, while SOL’s RWA story may be a relative bright spot in a weak market.
NFA | DYOR
#BTC #SOL #RWA #币安广场 #Crypto