Tonight’s European session is getting interesting.

The macro picture is a complete mess: tanker attacks in the Strait of Hormuz have hit a wartime high, a hurricane has knocked out 72% of Gulf of Mexico oil production, and the 30-year U.S. Treasury yield has surged to 5.70%—its highest since 2002. In this environment, the safe-haven narrative around $BTC is getting a boost. Even BlackRock is starting to talk about AI agents using Bitcoin as a long-term store of value.

$XRP dropped a bombshell today: Ledger quietly patched a decade-old bug that could, in theory, have created billions of XRP out of thin air. After researchers demonstrated it, the team rushed out an emergency fix. We were lucky nothing happened, but when this “that was a close one” scenario keeps cropping up every few years, even old chains need a checkup.

Meanwhile, $SOL is making a big move: Samsung is putting USDC transfers on 82 million Galaxy devices, and DTCC has teamed up with Chainlink on collateral management. The RWA narrative is heating up.

Old money is moving, and the giants are laying the tracks. Volatility is unlikely to let up.

NFA DYOR

#加密货币 #RWA #币安广场 #Web3 #Macro