Friday night’s headlines were more dramatic than the candlestick charts.
After Trump and Putin spoke, Russia was set to supply the U.S. with more than 300,000 tonnes of diesel, and sanctions suddenly looked ready to ease. But before the ink on the deal was even dry, Ukrainian drones struck a Russian oil export facility in Rostov. An attack on an oil tanker in the Strait of Hormuz set a new wartime high, while a hurricane in the Gulf of Mexico shut down 72% of crude production capacity. It’s hard to see how oil prices could stay flat. The 30-year U.S. Treasury yield surged to 5.7%, its highest level since 2002.
$BNB holders, take note: the Justice Department is checking whether Binance violated its 2023 settlement agreement, in connection with $61 million in funds suspected of being linked to Iranian oil. No wrongdoing has been alleged so far, and Binance says it is cooperating—but uncertainty like this is bound to weigh on sentiment.
The good news is that institutions aren’t sitting idle: Samsung has enabled USDC transfers via Solana on 82 million Galaxy phones, and the collateral network developed by DTCC and Chainlink is set to launch in Q1 2027. Traditional finance is putting real money to work.
My take: the more turbulent geopolitics get, the stronger the store-of-value case for $BTC becomes. Even BlackRock has started talking about AI agents using BTC as a store of value. Don’t chase short-term volatility—hold your position and wait for a clear direction.
NFA DYOR
#比特币 #BNB #Solana #Chainlink #Macroeconomics
After Trump and Putin spoke, Russia was set to supply the U.S. with more than 300,000 tonnes of diesel, and sanctions suddenly looked ready to ease. But before the ink on the deal was even dry, Ukrainian drones struck a Russian oil export facility in Rostov. An attack on an oil tanker in the Strait of Hormuz set a new wartime high, while a hurricane in the Gulf of Mexico shut down 72% of crude production capacity. It’s hard to see how oil prices could stay flat. The 30-year U.S. Treasury yield surged to 5.7%, its highest level since 2002.
$BNB holders, take note: the Justice Department is checking whether Binance violated its 2023 settlement agreement, in connection with $61 million in funds suspected of being linked to Iranian oil. No wrongdoing has been alleged so far, and Binance says it is cooperating—but uncertainty like this is bound to weigh on sentiment.
The good news is that institutions aren’t sitting idle: Samsung has enabled USDC transfers via Solana on 82 million Galaxy phones, and the collateral network developed by DTCC and Chainlink is set to launch in Q1 2027. Traditional finance is putting real money to work.
My take: the more turbulent geopolitics get, the stronger the store-of-value case for $BTC becomes. Even BlackRock has started talking about AI agents using BTC as a store of value. Don’t chase short-term volatility—hold your position and wait for a clear direction.
NFA DYOR
#比特币 #BNB #Solana #Chainlink #Macroeconomics