🌍 Crypto Daybook Americas – June 13, 2025
Markets React to Israel-Iran Escalation; SOL ETF Hopes Fade in the Turmoil
Overnight, global markets recoiled as Israel launched a surprise airstrike on Iran’s nuclear and missile facilities, killing top military officials and igniting fears of full-scale retaliation. Iran fired 100 suicide drones in response, sending investors fleeing from risk.
🔻 Crypto markets tumbled:
CoinDesk 20 Index: -6.1%
Bitcoin (BTC): -2.9% to ~$104K
Ethereum (ETH): -8.8% to ~$2,523
Solana (SOL): -9.5% after rallying earlier on ETF optimism
🛡️ Gold surged 1.3% to $3,445/oz as traditional safe havens rallied. Brent crude spiked 14% at peak.
📉 U.S., Japan, and Eurozone equities dipped, while futures turned sharply negative.
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🧠 Key Crypto Narratives
🌐 Geopolitical Shockwaves:
Israel’s strike follows the IAEA’s warning on Iran’s uranium enrichment. Though the U.S. denies involvement, odds of military escalation surged:
91% chance of Iran retaliating in June (Polymarket)
28% chance of U.S. intervention (up from 4%)
📈 ETF Buzz vs. Reality:
SEC reportedly asked issuers to update Solana ETF S-1 filings, sparking optimism.
Bloomberg analysts still assign 90% approval chance by year-end.
Market now underexposed to SOL, making volatility likely.
📊 ETF Inflows (MTD):
BTC: $939M
ETH: $811M
🔍 What to Watch
June 16: ARKB 3-for-1 share split
June 17: U.S. Senate votes on GENIUS Stablecoin Act
June 15-17: G7 Summit in Canada
June 26: Coinbase delists MOBILE, RNDR, RBN, SYN
💼 Token Events & Unlocks
June 15:
STRK unlock ($15M)
SEI unlock ($9.7M)
June 16-17:
ARB, ZK, APE unlocks worth over $78M combined
Governance: Arbitrum DAO voting on $80M “DRIP” DeFi incentives ends June 20.
📉 Derivatives & Liquidations
Open Interest dropped to $49.3B from $55B
$1.16B in liquidations – 90% were longs
BTC funding rate negative; altcoins heavily discounted
DOT: -15.2%
LINK: -15.1%
SHIB: -44.5%
📊 Market Snapshot
Asset 24H % Change Price
BTC -2.42% $104,889
ETH -8.81% $2,523
CD20 -6.04% 3,007
Index % Change
Nikkei 225 -0.89%
Euro Stoxx 50 -1.37%
Gold +1.25%
Brent Oil +14% (intra-day high)
🧪 Technical Focus: ETH
ETH briefly dipped below Monday’s low before reclaiming it. A close above $2,480 (aligned with 200-day EMA) could signal strength amid rising fear.
💹 Crypto Stocks Recap
Ticker Close Pre-Mkt
MSTR $379.76 (-1.9%) $369.78
COIN $241.05 (-3.84%) $236
CRCL $106.54 (-9.1%) $108.1
MARA $15.82 (-3.24%) $15.28
⚠️ Overnight Headlines
Bitcoin dives below $104K as tensions spike
$1.16B in crypto liquidations; one trader loses $200M
Ripple & SEC propose $125M resolution
Oil prices surge on Strait of Hormuz concerns