AVI SETI

Hey everyone 👋
I want to talk about the world today. Not just the charts.
Because what's happening right now — in the Gulf, in global bond markets, in the halls of the US Senate — is directly connected to your portfolio. And I think understanding the full picture makes you a better trader than just watching price tickers.Here's what's happening in the world right now:The UAE, Kuwait and Qatar all reported drone and missile incidents this weekend. The Strait of Hormuz — one of the world's most critical waterways, through which roughly 20% of the world's oil passes — has been effectively disrupted since February. Oil prices are elevated. Energy costs across Europe and Asia are rising. Airlines are rerouting. Food prices in Gulf nations are climbing because 70% of their food imports flow through the same strait that's now under threat.The French president condemned the strikes. The EU called them a clear violation of international law. South Korea reported one of its cargo ships was struck in the strait last week.This is not a regional conflict anymore. This is a global economic event.And the crypto market felt it today.$BTC dropped to $76,869 — down sharply from the $82,000 high we saw after the CLARITY Act cleared committee last week. $527 million in long positions were liquidated in a highly volatile window. Bond yields rose simultaneously as investors sought safe havens. Rate hike fears returned. Whales who bought lower took profits.Four things happened at once. The market couldn't absorb all four simultaneously.But here's the part I want you to hold onto.14.84 million Bitcoin have been inactive for more than 155 days. That's the supply held by long-term believers — the people who bought at $30,000, $40,000, $50,000 and never sold through any of the headlines since. Not the war. Not the bond yield spike. Not today's drone strikes.Not one of those 14.84 million coins moved today.Exchange reserves are still at 7-year lows. The CLARITY Act is still moving through the US Senate. Fannie Mae still accepts crypto as mortgage collateral. The total crypto market cap is still $2.68 trillion. Charles Schwab still gives 35 million brokerage account holders access to Bitcoin and Ethereum.None of that changed because drones flew over the Gulf today.Now here's the connection I want to make — because I think it's important.When physical trade routes close — digital payment rails become more valuable. The Strait of Hormuz is disrupted. Oil tankers are rerouting or waiting. Physical goods are delayed. But companies in the UAE, Kuwait and Qatar still need to pay suppliers. Banks in the Gulf still need to settle international transactions. Businesses still need to move money across borders — regardless of whether a ship can make it through a strait.XRP settles cross-border payments in 3-5 seconds. Ethereum processes stablecoin transactions that don't care which waterway is open. Chainlink provides price oracle data regardless of where oil tankers are sailing.The world's physical infrastructure is disrupted today. The digital financial infrastructure that blockchain provides? Still running. Every block. Every second.Here's my honest Monday take:The $75,000-$76,000 zone is the critical support level to watch this week. If Bitcoin holds there on a daily close — the correction is healthy and the recovery toward $80,000+ remains intact. If it breaks — we likely see $72,000-$74,000 before the next major leg up.Solana is testing its $83 support for the sixth consecutive week — under the most pressure it's faced in that entire period. If $83 holds today — it says something important about where the real buyers are.And Ethereum's Bollinger Band squeeze released to the downside this morning — but experienced traders know the first break of a three-week squeeze is often a fake-out. Watch $2,100 as the real floor.The world is noisy right now. That's nothing new.The long-term holders aren't moving. That's what matters.Stay calm. Stay informed. 🚀$BTC $ETH $SOL $BNB #Bitcoin #GlobalMarkets #GulfWar #BinanceSquare #Crypto2026

Hey everyone 👋
Happy Sunday. Bitcoin is below $79,000 this morning. Bond yields rose this week and pulled some capital out of risk assets. The market is quiet. And honestly — this is the perfect Sunday morning to think clearly, not react emotionally.
Let me tell you what I'm actually thinking about today.
First — the bond yield situation. Rising bond yields mean government bonds are offering better returns. When that happens some investors rotate from riskier assets into bonds. It's a completely normal, well-understood market mechanic. It's also temporary. Bond yields go up and down. Institutional crypto adoption is a one-way trend.
The data that actually matters this Sunday morning:
Exchange reserves are still at 7-year lows. That means the people who own Bitcoin are not selling it, even as the price dips below $79,000. The total crypto market cap is $2.68 trillion. Bitcoin dominance is at 58.3% — historically, when BTC dominance peaks in the high 50s and starts to decline, altcoins lead the next leg with outsized gains.
And the CLARITY Act — which cleared the Senate Banking Committee 15-9 on Thursday — is now heading to a full Senate floor vote. Every major regulatory catalyst for institutional adoption is still on track. Fannie Mae still accepts crypto as mortgage collateral. Fannie Mae didn't un-accept it because bond yields went up.
Now let me tell you about two things that happened this weekend that most people missed while watching Bitcoin's price.
Lombard — one of the largest Bitcoin liquid staking protocols — just joined Chainlink CCIP as their cross-chain infrastructure partner. At the same time, LayerZero — one of Chainlink's main competitors — lost $4 billion in Total Value Locked in a week. Capital is moving toward Chainlink's infrastructure, not away from it. At $9.92, the market hasn't priced that shift in yet.
And CME Group and ICE — the company that owns the New York Stock Exchange — formally asked US regulators to scrutinize Hyperliquid. The on-chain derivatives exchange that Arthur Hayes called his #1 altcoin pick. When the two largest traditional derivatives exchanges in the world call regulators on a DEX — that DEX has already won the narrative battle. CME and ICE don't call regulators on things they're not worried about.
Here's what I'm watching for this week:
The $77,000-$78,000 support zone on Bitcoin is the line in the sand. If BTC holds above that on the weekly close — the technical structure is intact and $86,500 by end of May remains possible. If it breaks — we probably revisit $74,000-$75,000 before the next leg.
Ethereum's Bollinger Bands have been squeezing for three consecutive weeks. That's the longest compression I've tracked in this cycle. Something is coming — and with the staking ETF path now cleared by CLARITY Act and CME 24/7 trading 12 days away — I know which direction I'm leaning.
Solana has held $83 for five consecutive Sundays. I've checked every one. It keeps holding. When BTC dominance rotates lower — and at 58.3% it's historically at peak territory — SOL is typically the first major altcoin to catch institutional rotation flows.
One more thing I want to say this Sunday.
The people who are stressed about Bitcoin at $78,800 instead of $82,000 are focusing on the wrong time frame. The story of May 2026 isn't a $3,000 price swing. It's Fannie Mae accepting crypto for mortgages. It's the US Senate voting on crypto legislation for the first time in history. It's CME launching crypto index futures with Nasdaq. It's Charles Schwab giving 35 million brokerage accounts access to Bitcoin and Ethereum.
These are structural changes that don't reverse when bond yields rise.
Enjoy your Sunday. Think clearly. Stay patient. 🚀
$BTC $ETH $LINK $HYPE $SOL #Bitcoin #Sunday #BondYields #BinanceSquare #Crypto2026

Hey everyone 👋
Happy Saturday. Let me just say something first.
This has been the most eventful week in crypto that I've covered in a long time. And I want to sit with it properly before rushing to the next thing.
$BTC pulled back to $79,049 this morning after hitting $82,000 on Thursday. And I genuinely feel calm about that. Because the week we just had wasn't about today's candle. It was about structural shifts that don't reverse.
Let me walk through what actually happened this week — slowly — because I think some of it hasn't fully landed yet.
The CLARITY Act cleared the US Senate Banking Committee 15-9 with bipartisan support. Two Democratic senators voted yes. That's not a partisan crypto bill anymore. That's a mainstream financial regulation bill with broad support. It now heads to a full Senate floor vote — and then the House — and the White House has July 4 as their signing target.
Bitcoin hit $82,000 on the news. Then it breathed back to $79,049. That's what markets do after big news. They celebrate and then they consolidate. The celebration was real. The consolidation is healthy. Exchange reserves are still at 7-year lows. Long-term holders are still accumulating. Nothing about the fundamental picture changed in the pullback.
And then — almost quietly in the middle of all the CLARITY Act excitement — Fannie Mae announced that crypto assets can be used as collateral for conventional mortgages.
Fannie Mae. The company that backstops a major portion of the American mortgage industry. Accepting Bitcoin and Ethereum as collateral for home loans.
I want to be honest about how I felt when I read that. It wasn't excitement. It was something closer to disbelief — the kind you feel when something you believed would happen eventually actually happens. When you've been in this market through the bear markets and the skepticism and the "crypto is just for criminals" headlines — and then Fannie Mae says you can buy a house with your Bitcoin.
That's not a crypto story anymore. That's a personal finance story. That's a real estate story. That's a mainstream financial infrastructure story.
Now here's the honest view on where we are technically.
BTC needs to hold $77,000-$78,000 as support over this weekend. The $82,455 level is the next upside target — and analysts are calling $86,500 as the end-of-May price if the bullish momentum holds. The S&P 500 hit all-time highs this week, and BTC has a 90% correlation with it right now. When the stock market is at all-time highs and crypto regulation just cleared a major hurdle — the macro tailwind is real.
$ETH is consolidating around $2,280 after the CLARITY Act cleared the path for staking ETF products. The Bollinger Band squeeze is still building. The big move on ETH hasn't happened yet. Bitmine is weeks from completing their 5 million ETH accumulation goal. After that they shift to staking — which locks supply and reduces sell pressure. The setup is the same. The timing is just unclear.
$XRP is at $1.42 watching the $1.49 breakout zone. Everything fundamental has happened. The legal case is settled. The CLARITY Act is progressing. JPMorgan settled a real Treasury transaction on the XRP Ledger. The price just needs to catch up. The most patient traders get paid last and best.
And the AI narrative — confirmed loudly this week by Tom Lee, Reid Hoffman, CZ, Arthur Hayes, and a16z's $2.2 billion crypto fund — points directly at Bittensor, Chainlink, NEAR, Render, and the broader infrastructure layer that makes AI agent finance possible.
Here's my Saturday reflection:
A week that includes the first bipartisan Senate committee passage of a crypto market structure bill AND Fannie Mae accepting crypto for mortgages is a week that deserves appreciation. Not just chart analysis. Actual appreciation.
The people who were patient through February's fear and April's war headlines — they're watching history right now.
Enjoy your Saturday. The consolidation is healthy. The fundamentals are intact. And somewhere in America this weekend — someone is probably applying for a mortgage with their Bitcoin as collateral.
The future arrived this week. 🚀
$ETH $XRP $BNB $TAO #Bitcoin #FannieMae #CLARITYAct #BinanceSquare #Crypto2026