BTC bid stays relentless. Spot ETFs soaked up $667M yesterday, whales add 1,000+ BTC daily, and open interest has climbed to $74.5B. Liquidations remain low; coil is tightening. Japan 30 year JGB jumps past 3.1% while US thirty year hovers near 5%. If yen flows head home and Treasuries wobble, hard cap assets may shine.
Senate just green-lit the GENIUS Act 66-32šopening the door to clear U.S. stablecoin rules. With 4 % T-bills in play, demand for $USDC and $USDT should climb as fresh stablecoins park cash in Treasuries before venturing into riskier bets. Tailwinds for $BTC, DeFi, and RWA.