Last night, I had just finished soaking my feet and was preparing to check the options Max Pain before sleeping when the TV flashed 'Israel airstrikes Iranian Natanz nuclear facility,' and my heart plummeted from 106K to 103K along with BTC... The foot-soaking water got cold, but the crypto market was boiling.
From Iran's 'vows of revenge' to Wall Street ETF elites continuing their work, and Ethereum remaining as calm as an 'unmoved ex-girlfriend,' today’s keywords in this market are simply: truth and chaos.
🔻📉【Crypto market takes small steps, balancing heat with stability】
BTC: Last night it plummeted to 103,600, then surged to 105,460 in the morning, with a daily drop of -1.8% and a fluctuation of over 2,800 USD;
ETH: It hit a low of 2,470 and retraced to a high of 2,555, with a drop controlled at -1.2%;
BNB: Slightly corrected, fluctuating between 659 → 651 during the day, relatively resilient.
🌏🤝【International political and economic impact: The night fire in Israel and Iran ignites market risk aversion】
Last night, Israel airstrikes the Iranian Natanz nuclear facility, combined with U.S. military reconnaissance planes 'patrolling the Persian Gulf,' Iran's parliament immediately issued a statement of 'strong condemnation + military preparedness.'
The international market exploded immediately:
Brent crude oil surged +8.4% during the day;
Gold broke through $2,390/ounce;
The Nasdaq and Dow Jones fluctuated after hours;
BTC and other digital assets, however, did not escape the fate of a decline.
📉 Special reminder:
On-chain data shows that within 1 hour of the conflict starting, liquidations exceeded $1.12B, with ETH longs suffering the most.
🔥 Little Horse's cold commentary: The crypto market is really not a safe haven; at best, it's a 'life-saving chat room.' Gold prices are soaring, while your ETH seems to have been struck by lightning.
🚨🏙【Social or security events: Experiencing rocket rain on the blockchain】
During the conflict, Israel's 'Iron Dome' system was activated at high density, with air forces conducting overnight airstrikes on at least 5 targets, while some Tehran airports halted operations.
Meanwhile, the crypto community is crazily spreading the old joke 'war breaks out, funds seek refuge,' yet no one pays attention to the actual flow of migration on-chain.
On-chain data shows:
The trading volume of stablecoins like USDT and DAI surged;
BTC was briefly sold off to leading exchanges like Coinbase and Binance.
🧨 Little Horse's cold commentary: War does not bring prosperity to the crypto market, but rather false prosperity. Rockets won't go on-chain, but your liquidated money has already gone into someone else's cold wallet.
🏦📈【Institutional actions: ETFs still buy, BlackRock still smiles】
The Middle East is making a lot of noise, but the U.S. stock market pretends not to hear:
BlackRock's iShares Bitcoin Trust saw an inflow of +8,700 BTC that day;
ARK's fund slightly increased its position in ETH futures contracts;
Grayscale announced a reduction in exit fees and accelerated asset restructuring.
At the same time, three Solana ETF applicants (VanEck, 21Shares, Bitwise) officially responded to SEC technical inquiries, expected to enter the approval pre-review period.
💼 Little Horse's cold commentary: War? That's news for the common people; institutions? They're building their positions while sipping milk tea in the bottom warehouse.
🔥🎉【Project highlight: Retail giants entering DeFi, wallets are not for love, but for stablecoins】
Amazon, Walmart, and Expedia have reportedly launched stablecoin projects or are testing stablecoin systems through alliance chains in North America. The Federal Reserve responded by saying 'we are keeping an eye on it.'
Don't rush to shout 'decentralization'; to use these coins to buy chicken legs, you still need to go through scrutiny.
Rumors from Solana indicate a growing atmosphere of 'ETF countdown,' with project parties stating they will release a new governance mechanism white paper around next week.
🛍 Little Horse's cold commentary: Ethereum issues tokens to build its ecosystem, while Amazon issues tokens to collect money without letting Visa intervene. Don't underestimate these giants; when they build chains, even regulations have to change their terms.
📉🤯【The market isn't crazy, but it's also not gentle】
From a technical perspective, BTC still has strong support between 104K and 106K, but the resistance above is becoming increasingly dense; if ETH cannot reclaim 2600, its structure will tend to be bearish.
BNB remains stable like a 'sweeping monk,' never making significant ups and downs, instead becoming a representative of short-term stability.
📏 Little Horse's cold commentary: You think stability is a blessing, but in fact, it's hopeless. Today's market is only suitable for pondering life, not for impulsive love.
🪞📜【Hindsight commentary】
A rocket was fired in the Middle East, causing a chill in the cryptocurrency market. Some said, 'The crypto market has finally connected with reality.'
Actually, that's not correct; the crypto market has never been an island; it merely connects the absurdities of reality through chains.
This is not 'risk aversion,' but 'reflection'—
Your panic, your greed, even the slightest shake of your mouse will be remembered on the chain.
🎯 Conclusion cold commentary: Don't let hot topics lead you by the nose; when the market truly turns, it won't make a sound.