🌙 Market sentiment feels a little tricky tonight. What do you guys think?
Three big stories today:
1️⃣ MSCI’s new rules are in effect, putting MicroStrategy at risk of being removed from the index. Polymarket puts the odds at 92%, and the $MSTR treasury narrative faces a major test
2️⃣ CoreWeave’s five-year CDS surged to a record 1,194.5 basis points. Deutsche Bank estimates a funding gap of around $35 billion, fueling talk of an AI credit crisis
3️⃣ An oil tanker was attacked and sank in the Strait of Hormuz, stoking safe-haven sentiment in the Middle East as both silver and gold rebounded
But there are bright spots in the darkness ✨
$CAKE has proposed cutting daily emissions by 69% (22,500→7,000 tokens), with 88% of trading fees going to LPs. CZ is personally backing it, and DeFi blue chips are getting serious about deflation
Solana’s RWA market cap soared from $700 million to $4.3 billion in a year, leaving Ethereum’s growth in the dust
🤔 Tonight’s million-dollar question:
If MSTR is removed from MSCI, does it mark the end of the BTC treasury era—or the start of a golden buying opportunity?
Are you bullish or bearish? See you in the comments 👇
NFA | DYOR
#比特币 #加密货币 #MSTR #CAKE #Solana
Three big stories today:
1️⃣ MSCI’s new rules are in effect, putting MicroStrategy at risk of being removed from the index. Polymarket puts the odds at 92%, and the $MSTR treasury narrative faces a major test
2️⃣ CoreWeave’s five-year CDS surged to a record 1,194.5 basis points. Deutsche Bank estimates a funding gap of around $35 billion, fueling talk of an AI credit crisis
3️⃣ An oil tanker was attacked and sank in the Strait of Hormuz, stoking safe-haven sentiment in the Middle East as both silver and gold rebounded
But there are bright spots in the darkness ✨
$CAKE has proposed cutting daily emissions by 69% (22,500→7,000 tokens), with 88% of trading fees going to LPs. CZ is personally backing it, and DeFi blue chips are getting serious about deflation
Solana’s RWA market cap soared from $700 million to $4.3 billion in a year, leaving Ethereum’s growth in the dust
🤔 Tonight’s million-dollar question:
If MSTR is removed from MSCI, does it mark the end of the BTC treasury era—or the start of a golden buying opportunity?
Are you bullish or bearish? See you in the comments 👇
NFA | DYOR
#比特币 #加密货币 #MSTR #CAKE #Solana