The most important thing today:

Bitwise CIO: The $6.3 billion Binance theft won’t change Bitcoin’s long-term trend, but short-term ETF flows are worth watching

Security incidents like this first affect risk appetite; in the short term, watch whether funds shift toward safer assets.

First, a look at the market:

$BTC 78,400(+0.83%)|$ETH 2293.49(+1.09%)|BNB 713.14(+1.37%)|SOL 95(-0.68%)

The broader market is moderately stronger, with an overall bullish bias.

Top gainers and losers:

Top gainers: ESPORTS +93.02%, IDOL +40.39%, LYN +26.94%

Top losers: UAI -44.49%, RUNE -18.14%, POWR -15.76%

Market news:

1. Post-mortem of XPL’s flash crash: 16 linked wallets withdrew their margin in advance on Hyperliquid, causing a $556,000 loss for the HLP liquidation vault

People are talking about:

#币安第一阶段15个网络已恢复提现 #研究称CircleAI代理钱包限额可被绕过

On the money front:

Fear & Greed Index: 37 (Fear), up 3 from yesterday

Liquidations across the network totaled $6.94 million over the past hour, with long positions accounting for 7.3%

My take:

Data is just a reference; you still have to manage your own timing.

What’s your move today?

Just chatting—win or lose, you have to own it.