@djani
TDLR - Daily Market Report #665
- War still driving macro. Oil rising, Hormuz tight, energy pressure real. Markets shaky. Dubai running a influencer campaign.
- BTC ran from 60K to 74K and now sits around 71.5K. Dominance near 57%. Still a Bitcoin market.
- Sentiment finally improving: Fear & Greed moved from 5 to 26 in weeks.
- Strong flows: about 462M into Bitcoin ETFs and 169M into Ethereum in one day. Institutions still buying.
- Volatility high: more than 500M liquidations during the rebound. Positioning still weak.
- $ETH around 2,075, $BNB near 650 , $SOL near 89. Altseason not confirmed.
- Structural shift continues: Kraken Fed account, a16z raising 2B, BlackRock BUIDL above 2.2B TVL.
- Biggest narrative = stablecoins: Visa + Stripe rollout, Ripple platform, JPY stablecoin coming.
Perp Dex: $HYPE strong around 31. $ASTER near 0.70 with mainnet ahead. Paradex launched DIME. $STRK dev activity rising.
Weekend ahead touch some grass.
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