🪙 Crypto Market
📈 Price Action
$BTC Finally conquered the 74,000 wall, tapping as high as 76,000 — carving out an independent rally despite the geopolitical chaos. Coinbase premium staying positive for two straight days confirms the overseas bid is real. BTC fund inflows turned positive for the first time since January; $80K is the next key level to watch.
$ETH Even stronger than big brother — up 8%+ in 24 hours, charging to around $2,370. Stablecoin supply hit an all-time high of $180 billion, signaling on-chain capital is warming up.
🔥 Highlights
Morgan Stanley's spot Bitcoin ETF "MSBT" officially listed on NYSE Arca with an ultra-low 0.14% fee — $34 million in net inflows on day one, scooping up ~430 BTC. Goldman Sachs simultaneously filed its first BTC ETF application. TradFi heavyweights are charging in harder than ever.
$ARIA contract price on Binance crashed over 90% after a controlling address dumped 45.64 million tokens, nuking market cap from $315M to $38.5M. The platform was forced to restrict positions to reduce-only. Yet another case of contract-based slaughter.
$RAVE surged 65x in one week, blasting past a $4.8 billion market cap — pumped to suffocating heights by market makers.
A fake Ledger Live app on Apple's App Store recently drained $9.5 million from 50+ victims. CowSwap's frontend domain was hijacked on the same day, though CoW DAO and Aave confirmed the underlying protocols remain safe.
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🌍 Macro Market
📊 Equities
All three major US indices rose — S&P 500 +1.18% approaching all-time highs, Nasdaq +1.96% extending its win streak to 10 days tying the 2021 record, Dow +0.66%. The market has basically become immune to the US-Iran war — Tom Lee even jumped out claiming "war has a net positive effect on the economy." The audacity is something else.
Crypto-related stocks went on a tear: HOOD +10.35%, CRCL +6.9%, COIN +5.66%, MSTR +3.82%.
Japan and South Korea opened higher — KOSPI +2.98%, Nikkei 225 broke through 58,000. Samsung Electronics +4%, SK Hynix +5%.
AI sector continues to lead: OpenAI rolled out GPT-5.4-Cyber to select users, focused on software vulnerability discovery. NVIDIA released "Ising," the world's first quantum computing AI open-source model. NVDA and AMD both completed 10-day winning streaks.
📦 Commodities
Gold hit $4,864 intraday, a near 3-week high, supported by both safe-haven demand and rate cut expectations. Silver broke above the $80/oz mark.
Trump said the Iran war is "nearing its end" — WTI crude plunged 7.87% to $91, Brent dropped to ~$95/barrel, down ~12.7% for the week. Ceasefire expectations hammered oil prices hard — two whale long positions got liquidated for $1.15M and $3.8M losses respectively.






