One remark in the early hours—“No strike on Iran before the midterms”—sent oil prices soaring before they pulled back, but $BTC still couldn’t hold 83,000. Oil tankers in the Strait of Hormuz have been hit by mines one after another, Brent is above $102, Treasury yields are nearing their highest levels since 2002, and geopolitical tensions are grinding risk assets into the ground.
But things are pretty lively on-chain:
$APT officially announced changes to its tokenomics: a capped supply of 2.1 billion, staking rewards cut in half to 2.6%, and 210 million tokens (about 18% of the supply) permanently locked by the foundation. Annual unlocks are being slashed by 60%—a clear move toward deflation.
PYTH went even further: its DAO passed the “100% rule,” directing all product revenue to buybacks on the open market, up from just one-third before.
On top of that, Samsung plans to bring USDC on Solana to 82 million Galaxy users, Securitize has opened the door to tokenized stocks worldwide, and Robinhood is also exploring on-chain stock tokens. The RWA sector is seeing real money put to work.
Here’s my take: when the macro picture is weak, it’s all the more important to look at who’s actually building. The tokenization narrative in the Solana ecosystem, along with tangible buybacks and lockups from projects like APT and PYTH, is far more convincing than hype. Until oil prices settle down and the rate-hike expectations talked about by the Fed crowd play out, Bitcoin will probably keep grinding sideways. If you’re looking to buy the dip, wait a little longer—don’t try to catch a falling knife.
NFA DYOR
#比特币 #RWA #Aptos #Solana #CryptoMarket
But things are pretty lively on-chain:
$APT officially announced changes to its tokenomics: a capped supply of 2.1 billion, staking rewards cut in half to 2.6%, and 210 million tokens (about 18% of the supply) permanently locked by the foundation. Annual unlocks are being slashed by 60%—a clear move toward deflation.
PYTH went even further: its DAO passed the “100% rule,” directing all product revenue to buybacks on the open market, up from just one-third before.
On top of that, Samsung plans to bring USDC on Solana to 82 million Galaxy users, Securitize has opened the door to tokenized stocks worldwide, and Robinhood is also exploring on-chain stock tokens. The RWA sector is seeing real money put to work.
Here’s my take: when the macro picture is weak, it’s all the more important to look at who’s actually building. The tokenization narrative in the Solana ecosystem, along with tangible buybacks and lockups from projects like APT and PYTH, is far more convincing than hype. Until oil prices settle down and the rate-hike expectations talked about by the Fed crowd play out, Bitcoin will probably keep grinding sideways. If you’re looking to buy the dip, wait a little longer—don’t try to catch a falling knife.
NFA DYOR
#比特币 #RWA #Aptos #Solana #CryptoMarket