Last night, Israel's strike actions escalated, and Iran reciprocated with 'True Commitment No. 3', the channel shifted from 'regional conflict' to 'full-scale melee'. BTC bounced back to 105.5K, ETH held at 2530, BNB steadied at 647. Gold and oil both rose, the financial market is like flour heated by fire — it expands rapidly, but whether it can be fully baked is still uncertain.
🔻📉【Market Review · Turbulent Market Under Oil and Fire】
BTC: Dropped to a low of 104.4K last night, finally oscillating to 105.5K, almost flat for the day, fluctuating within ±1%;
ETH: Fluctuating in the range of 2490–2559, daily drop of about –1%;
BNB: Trading between 639–652, closing with a consolidation line, down –0.6%.
Market cools while watching the excitement, pressure within the heat — Deribit options pressure large holders, buying is forced by panic sentiment from the Middle East, implementing the strategy of 'gradually supporting the bottom without full liquidation'.
🧠 Pony's Cold Review: The coin price feels like it was hit by a kite, floating but still needs to pick up the main line, is it a washout? No, the main force is really playing (Monopoly).
🌍🤝【Middle East Turbulence · Fire Line Upgraded, Impacting Market Pulse】
According to the latest reports, Israel has launched airstrikes on multiple locations in Iran, targeting nuclear facilities such as Natanz; Iran retaliated under the name 'True Commitment No. 3', deploying drones and ballistic missiles, with multiple hits around Tel Aviv.
Affected by this:
Brent crude oil continues to rise to 74.6–75 dollars, refreshing the monthly high again, daily increase ≈ +6–7%;
Gold approaches **$3,435/oz**, with an increase of about +1.2%;
The three major U.S. stock indices all fell (S&P –1.1%, Dow –1.8%, Nasdaq –1.3%), VIX rose to a three-week high.
🔥 Pony's Toxic Review: The Middle East is fired up again, all hedges are called back for a meeting — even if gold and oil are 'rocket launching', the coin circle is still 'dropping chicken lines'. In this wave, traditional assets are brushing up their presence, while digital assets are testing the bottom.
🏦📈【Institution Actions · Persist in Layout, Increase Positions Amid Volatility】
Despite the turbulence, institutions are still entering the market: BlackRock ETF and ARK Ethereum futures continue to increase positions, Pompliano fund inflow signals remain stable.
On-chain data shows that the inflow of BTC/ETH into cold wallets continues to rise, the flow of funds is becoming increasingly clear — not breaking the bottom on a drop, not escaping on a rise, the main force is quietly singing 'buy and build positions'.
💼 Pony's Commentary: With war as the backdrop, layout as the main dish; retail investors are silent, institutions are acting, the market is as cold as a tomb, but operations are as hot as a furnace.
🔥🎯【Hotspot Tracking · Middle East, New Retail, Interest-Bearing Coin Battle】
Amazon/Walmart's stablecoin plan continues to develop, the stable payment structure of North American retail chains is gradually taking shape, giving DeFi a 'real stage';
The Solana ETF process is still progressing, response from the SEC is pending observation;
Circle's dynamics remain low-key, but the outside world continues to view the future position of stablecoins positively.
😏 Pony's Cold Review: Don't just focus on BTC's ups and downs, these giants are the real 'flavor' contracts; when they come in, it's not solely relying on hype from the coin circle.
📉🤯【Emotional Notes · Enough Heat, Rhythm Not on Track】
The market is like a hot pot that hasn't boiled yet: the ingredients are fluctuating, oil temperature rising, atmosphere hot to the touch, the real explosion still depends on when the main force dares to add chili.
BTC holds at 105K, ETH stabilizes at 2530, BNB also stays in the game, indicating that the bottom strength is still present. Don't be scared away by 'drops', patience in layout is the serious way.
🎯 Pony's Toxic Review: You think it's a chicken soup situation, but in fact, the main force is training troops — just because the wind is too loud, doesn't mean they haven't planned the next chess game well.
