1/ bitcoin:native trades around $80,550 to $81,000, down 3.3% to 4% in 24 hours from a $86,500 weekly high. Ethereum trades near $2,410 to $2,470, down 5.7% to 6% from above $2,700. Total crypto market cap fell 2.53% to $2.76T.
2/ Bitcoin dropping below $77,000 triggered $303.08M in BTC long liquidations, a 62.97% surge. Volume rose 15.02% overall and 65.95% in derivatives. Excessive leverage turned a pullback into an accelerated decline.
3/ ethereum:native fell 8.62% over 7d, partly due to fears that AI could break elliptic-curve cryptography. Coinbase's cryptographer debated this issue. The narrative added existential anxiety to a jittery market.
4/ near:native fell 15.79% after a 91.61% 30d rally. ZEC fell 10.39% after a 567.13% 30d rally. These corrections reflect natural consolidation after speculative fervor.
5/ Crypto shows 75% correlation with Nasdaq-100 ($QQQ . Broader macro risk-off sentiment pressures both asset classes. Crypto cannot escape the pull of technology stocks and global risk appetite.
6/ Market tests Fibonacci 50% retracement at $2.76T. Next critical level is 61.8% at $2.71T. A break below could target the swing low of $2.57T.
7/ A sustained drop in open interest and funding rates would signal that deleveraging is cooling. Avoid a premature rebuild of leveraged long positions. A hold above $2.71T could lead to consolidation.
1/ Trump pledged no new strikes against Iran before US midterms. He described talks as productive. This eased war and supply fears. Brent fell to about $102 and WTI to around $90. Lower oil and steadier yields reduced macro stress. Bitcoin stabilized.
2/ Before the pledge, Bitcoin dropped from near $87,000 to around $80,400. Iran-linked oil worries, ETF outflows, and over $1 billion in long liquidations drove the move. Reports called it a bull market correction, not a new bear leg.
3/ After the pledge, BTC recovered toward the low $82,000s. It touched around $82,600 in early trading. Short liquidations helped shift pressure from longs to bears. CoinDesk said the pledge underpins crypto gains. Timing alone does not prove causation.
4/ Macro backdrop: 10-year Treasury yields hovered near 5.24% after hitting multi-decade highs. Steady yields and lower oil reduce the incentive for macro funds to de-risk. This makes it easier for Bitcoin to stabilize. Renewed conflict can reverse that quickly.
5/ Demand remains weak. Spot BTC ETFs saw net outflows of hundreds of millions over 2 sessions. Total crypto market cap rose only about 0.2% over 24 hours. Bitcoin dominance sits near 59.4%. This suggests stabilization rather than a strong new rally.
6/ Derivatives show some leverage washed out. Open interest fell over the week. Funding is only modestly positive. Squeeze risk and downside air pockets remain. If oil spikes or yields climb, renewed selling pressure can hit Bitcoin.
7/ Key variables ahead include Middle East headlines, oil prices, 10-year yields, ETF flows, and the leverage rebuild. If tensions stay contained and outflows slow, BTC could consolidate. Any renewed shock can revive selling. Confidence is moderate because the causal link cannot be fully proven.
https://t.co/KgvQl22O2u
My humble advice is throw away all your existing hardware wallets. Buy new ones.
Only use those that you bought from official sources.
If you got it for free, just send to your enemy.
I heard from a few that their funds were drained at Token 2049.
Do not to use public unsecured wifi.
Usually wifi alone won’t kill. You need to trigger some signing authorization or account approval step. This grants the attacker standing permissions to drain your wallets.
The other thing is to very careful with the new telegram contacts added at conferences. They will ask you to click on their meeting links. This is usually the start of all the bullshit.
Tip:
- Use eSIM
- Use VPN
- Use ad block
- New contacts just ask them to just call. Why is there a need to schedule call? Is he so busy? Or are you so desperate?
Why is it a love story, @netflix?
We are not keen to see them kiss.
Talk about the crash.
Talk about their investment in AI.
So many things to talk about.
And lastly, I said this when you first shared the casting.
SBF- Mr. Big Round Eyes with curly hair? He has a smart, slightly sinister look in real life.
Caroline- Ms. Cougar? She is a lot quieter than you think.
CZ- Any Chinese man? You must as well cast The Rock as CZ.
Summary: You missed the main essence of the characters.
I really hope to see Telegram become the number 1 social crypto trading app. Then become the number 1 super app for our daily lives.
You cannot ignore Telegram's greatness. CC: @durov
- @base announces a partnership with SMBC Nikko to develop an institutional DeFi Gateway for Japan, using Base's Ethereum L2 for compliant onchain access.
- The MOU with Uniswap Labs, Nethermind, and Nyx Foundation focuses on Uniswap V4 hooks to embed AML/CFT and investor protections directly into liquidity pools, targeting mid-2027 completion.
- SMBC Nikko will handle regulatory coordination with Japan's FSA while the project advances institutional adoption of DeFi through custom, permissioned pools on Base.