The Fear & Greed Index is sitting at 30, but all the announcements are about buying.
Vivek Ramaswamy's Strive snapped up 15,538 BTC this month, spending $1.25 billion; Dubai royal-backed Standard Asset launched a $1.5 billion BTC strategy; Thailand's Supreme Court officially classified BTC as legal property; and Tom Lee's BitMine has accumulated 6.05 million ETH, nearly 5% of the total supply.
Meanwhile? The U.S. stock market lost $1.9 trillion in a single day on Friday, $COIN fell 10.8%, and Binance's $6.3 billion hack sent everyone scrambling to learn about self-custody.
Retail investors watch prices; institutions watch positioning. That's what I've always believed. Historically, the craters left by black swan events have often been buying opportunities for institutions.
Keep next week's risk checklist handy: Binance PoR on Monday, the U.S. midterm elections on Tuesday, a window to strike Iran after the election, and an 80% chance of a rate hike in December. Another tanker hit a mine and caught fire in the Strait of Hormuz over the weekend. Bessent insists, "The world doesn't need Iranian oil," but Brent crude has risen for five straight weeks. The money has already voted.
Let the bullets fly for a while; pick up the chips little by little. NFA DYOR
$BTC $ETH $COIN
#比特币 #机构入场 #币安 #中东局势 #Cryptocurrency
Vivek Ramaswamy's Strive snapped up 15,538 BTC this month, spending $1.25 billion; Dubai royal-backed Standard Asset launched a $1.5 billion BTC strategy; Thailand's Supreme Court officially classified BTC as legal property; and Tom Lee's BitMine has accumulated 6.05 million ETH, nearly 5% of the total supply.
Meanwhile? The U.S. stock market lost $1.9 trillion in a single day on Friday, $COIN fell 10.8%, and Binance's $6.3 billion hack sent everyone scrambling to learn about self-custody.
Retail investors watch prices; institutions watch positioning. That's what I've always believed. Historically, the craters left by black swan events have often been buying opportunities for institutions.
Keep next week's risk checklist handy: Binance PoR on Monday, the U.S. midterm elections on Tuesday, a window to strike Iran after the election, and an 80% chance of a rate hike in December. Another tanker hit a mine and caught fire in the Strait of Hormuz over the weekend. Bessent insists, "The world doesn't need Iranian oil," but Brent crude has risen for five straight weeks. The money has already voted.
Let the bullets fly for a while; pick up the chips little by little. NFA DYOR
$BTC $ETH $COIN
#比特币 #机构入场 #币安 #中东局势 #Cryptocurrency