Iran is about to close the Strait of Hormuz again, citing Israel's violation of the ceasefire agreement and the U.S. not fulfilling its promises. To be honest, the market has become numb to this back-and-forth, and oil prices haven't really surged, indicating that everyone is waiting for the real bomb to drop.
The key point is the other direction: the Fed suddenly turning hawkish, with the dollar index hitting 120+, and Asian currencies getting hammered. At this moment, the macro risk premium is very real.
How much longer can $BTC hold out is a question. Meanwhile, the news from $SOL is quite solid—Moody's is putting credit ratings on-chain, tokenized stock trading volume has surpassed $100M, and Backpack's SpaceX token holders have exceeded 10,000. This is serious business, not just a pure Pump.
The SpaceX leveraged ETF has seen $10 billion in trading volume over 4 days, what does that indicate? Traditional funds are eagerly entering the RWA narrative. But here’s the catch: macro liquidity is contracting, so chasing highs might be a bit reckless right now.
Old rule: Take a good look before jumping in, don’t be the last one holding the bag.
#Solana #RWA #SpaceX #Macro #DeFi
NFA DYOR
The key point is the other direction: the Fed suddenly turning hawkish, with the dollar index hitting 120+, and Asian currencies getting hammered. At this moment, the macro risk premium is very real.
How much longer can $BTC hold out is a question. Meanwhile, the news from $SOL is quite solid—Moody's is putting credit ratings on-chain, tokenized stock trading volume has surpassed $100M, and Backpack's SpaceX token holders have exceeded 10,000. This is serious business, not just a pure Pump.
The SpaceX leveraged ETF has seen $10 billion in trading volume over 4 days, what does that indicate? Traditional funds are eagerly entering the RWA narrative. But here’s the catch: macro liquidity is contracting, so chasing highs might be a bit reckless right now.
Old rule: Take a good look before jumping in, don’t be the last one holding the bag.
#Solana #RWA #SpaceX #Macro #DeFi
NFA DYOR