Woke up this morning and oil prices had gone up again. And again.
Oil tankers have been attacked one after another in the Strait of Hormuz, sending Brent straight above $107. Trump’s talk of an “energy ceasefire” has basically become a joke, and the Russia-Ukraine war is still raging. Traditional markets are rattled, tech stocks are slumping, and money is flowing into energy and safe-haven sectors.
But $BTC hasn’t been hit that hard—it’s only pulled back 0.8% from around $82,900. The on-chain data is even more interesting: around 700,000 BTC have been withdrawn from exchanges over the past year, keeping supply tight. Strategy bought another 250 BTC yesterday, and BitMine scooped up 12,000 $ETH . With macro conditions looking scary on one hand and big players quietly buying on the other, I’ve seen this picture more than once.
Tokenization is also heating up. Trading volume for Robinhood’s tokenized stocks has topped $15 billion on-chain, and even the Nasdaq CEO has said tokenization could unlock tens of billions of dollars. Don’t just watch the charts—the clues to sector rotation are often hiding here.
One last thing: Blur is shutting down its front end, but its contracts are still upgradeable. If you’ve granted any approvals, revoke them now. Don’t be lazy.
When markets are chaotic, your position matters more than your opinion.
#比特币 #以太坊 #加密货币 #地缘政治 #RWA
NFA DYOR
Oil tankers have been attacked one after another in the Strait of Hormuz, sending Brent straight above $107. Trump’s talk of an “energy ceasefire” has basically become a joke, and the Russia-Ukraine war is still raging. Traditional markets are rattled, tech stocks are slumping, and money is flowing into energy and safe-haven sectors.
But $BTC hasn’t been hit that hard—it’s only pulled back 0.8% from around $82,900. The on-chain data is even more interesting: around 700,000 BTC have been withdrawn from exchanges over the past year, keeping supply tight. Strategy bought another 250 BTC yesterday, and BitMine scooped up 12,000 $ETH . With macro conditions looking scary on one hand and big players quietly buying on the other, I’ve seen this picture more than once.
Tokenization is also heating up. Trading volume for Robinhood’s tokenized stocks has topped $15 billion on-chain, and even the Nasdaq CEO has said tokenization could unlock tens of billions of dollars. Don’t just watch the charts—the clues to sector rotation are often hiding here.
One last thing: Blur is shutting down its front end, but its contracts are still upgradeable. If you’ve granted any approvals, revoke them now. Don’t be lazy.
When markets are chaotic, your position matters more than your opinion.
#比特币 #以太坊 #加密货币 #地缘政治 #RWA
NFA DYOR