New Day Dk007

#WallStreetSellsSpaceXLinkedProducts
Les sociétés de Wall Street lancent de plus en plus de produits d'investissement liés à SpaceX, offrant aux investisseurs de nouvelles façons d'accéder à l'une des entreprises aérospatiales les plus précieuses au monde sans en détenir directement les actions. Cette démarche reflète une forte demande, de la part des investisseurs institutionnels et particuliers, en vue d'accéder à l'industrie spatiale en pleine expansion.
Contrairement à un investissement direct dans des actions de SpaceX, ces produits structurés sont conçus pour suivre la performance de l'entreprise tout en offrant des fonctionnalités telles que la protection contre la baisse ou des rendements plafonnés. Les banques d'investissement utilisent des options et d'autres instruments financiers pour créer ces produits, permettant aux investisseurs de participer à des gains potentiels tout en gérant le risque.

#KAITO $KAITO
Le mouvement de 3,79 points de pourcentage dans KAITO au cours des 9 dernières heures est très probablement dû au lancement public du système de récompenses Kaito Katalyst et à l’attention renouvelée portée au récit autour des jetons d’IA.
Kaito a présenté publiquement « Kaito Katalyst » comme une nouvelle couche de récompenses pour les campagnes de créateurs le 29 juil. 2026. L’annonce précise que :
Pour les campagnes de TGE, 80 % de chaque pool de jetons revient aux créateurs, tandis que 20 % revient aux stakers de KAITO et aux détenteurs de YT-sKAITO sur Pendle.
Les détenteurs à long terme et les détenteurs de Yapybara reçoivent des multiplicateurs, ravivant un mécanisme de « Stakedrop » que Kaito affirme avoir historiquement généré un rendement annualisé d’environ 136 % pour l’écosystème au sens large.

#XRP $XRP
$XRP OSL Digital Securities a lancé le trading de XRP pour les particuliers le 29 juillet, selon une annonce de la société. La plateforme opère en tant que filiale d’OSL Group, qui est coté publiquement à Hong Kong sous le code boursier 863.
Le déploiement fait d’OSL la première plateforme agréée par la Securities and Futures Commission de Hong Kong à offrir aux investisseurs particuliers un accès direct au comptant à XRP.
OSL a introduit une paire XRP/USD via son service Flash Trade. Son service de gré à gré prend également en charge XRP/USD et XRP/HKD, les transactions étant réglées via le XRP Ledger.

#SouthKoreaCrypto #MarketVolatility $BTC
$BTC South Korea has introduced strict new regulations on single-stock leveraged Exchange-Traded Funds (ETFs) following one of the most dramatic stock market sell-offs in the country's history. The measures are designed to reduce excessive speculation, protect retail investors, and stabilize financial markets after sharp declines in AI-related technology stocks.
The South Korean stock market has experienced extreme volatility in recent weeks, with the benchmark KOSPI index suffering back-to-back losses as investors rushed to exit highly leveraged positions. The decline accelerated after major semiconductor companies, including Samsung Electronics and SK Hynix, failed to meet the lofty expectations created by the AI investment boom. As leveraged ETF investors unwound their positions, selling pressure intensified across the market.
To address these risks, South Korea's Finance Ministry announced several immediate measures:
Retail investors will be limited to investing 20% of their total investment assets in single-stock leveraged ETFs.Trading costs will increase for excessive speculative activity.Mandatory investor education and simulated trading programs will be expanded.A minimum cash deposit of 30 million won for leveraged ETF trading will take effect.Regulators will continue suspending new listings and advertising of single-stock leveraged ETFs while maintaining enhanced market surveillance.
Leveraged ETFs aim to amplify the daily returns of an underlying asset, offering the potential for higher profits. However, they also magnify losses, especially during periods of heightened market volatility. Rapid buying and selling by these funds can further increase price swings, creating additional risks for both individual investors and the broader market.
Financial analysts believe the new rules will help reduce speculative trading and encourage more diversified investment strategies. While the regulations may temporarily reduce trading volumes in leveraged ETF products, they are expected to strengthen market stability over the long term and lower the risk of another leverage-driven sell-off.
Although these regulations focus on traditional financial markets, they carry an important message for cryptocurrency investors. Around the world, regulators are paying closer attention to highly leveraged financial products. Similar oversight could eventually extend to leveraged crypto trading as authorities seek to limit systemic risk and protect retail participants.
For traders, the latest developments in South Korea highlight the importance of sound risk management, portfolio diversification, and avoiding excessive leverage during periods of market uncertainty.
South Korea's decision to tighten rules on leveraged ETFs reflects a broader global effort to reduce financial instability caused by excessive speculation. As markets become increasingly interconnected, these regulatory changes could influence how other countries approach leveraged investment products, both in traditional finance and the cryptocurrency sector. Investors should closely monitor future policy developments while maintaining disciplined risk management strategies.

#DigitalAssets #CLARITYAct
The Digital Asset Market Clarity Act (H.R. 3633) a major U.S. digital asset legislative proposal that divides regulatory power between the SEC and CFTC, while sparking intense debates over privacy, developer liability, and anti-money laundering (AML) enforcement has been effectively shelved in the U.S. Senate ahead of the August recess, until September delayed by a crowded legislative agenda, alongside opposition from a bloc of Democratic senators over ethics terms.
Senate Republicans released an updated 616-page text of the Digital Asset Market Clarity Act (H.R. 3633), which merges Senate Banking and Agriculture Committees’ texts into a single framework. [A bill text and a section-by-section summary are also available]. The bill assigns spot market authority over “digital commodities” to the CFTC and investment contract assets to the SEC. And seeks to protect software/blockchain developers and decentralized networks that do not hold customer assets from illicit liability.
The new draft includes a White House-backed ethics title barring covered federal officials and their spouses from issuing or sponsoring digital assets during public service, law enforcement stablecoin seizure powers, and temporary bans on digital asset issuance by federal officials through January 20, 2029. Enforcement actions under the updated ethics title are restricted exclusively to the Attorney General, excluding state attorneys general or private parties.
Lawmakers remain divided over the Digital Asset Market Clarity Act (CLARITY Act), specifically concerning ethics enforcement authority, anti-money laundering scope for decentralized finance (DeFi), and federal powers over privacy tools.
Disagreements exist over whether the U.S. Department of Justice or state attorneys general should enforce bans preventing federal officials from issuing or sponsoring digital assets. Critics argue the proposed bans leave passive crypto investments and prior revenue streams untouched. Proposed text includes fines up to $250,000 per day for violators, which critics view as insufficient.
Major banking groups warn the CLARITY Act leaves critical anti-money laundering gaps inviting illicit finance risks and threaten traditional financial safeguards. Critics argue it excludes decentralized entities from Bank Secrecy Act rules and lacks clear authority to target transaction mixers. The bill does not apply traditional bank rules to many unhosted wallets and decentralized finance networks with Federal agencies lacking direct statutory power to restrict or track transaction mixers under the current text.
Major financial institutions including BlackRock, Fidelity, Franklin Templeton, Goldman Sachs, and SoFi publicly urged passage of the bill. On July 24, the Fraternal Order of Police wrote a letter supporting the Clarity Act, reversing an April letter opposing the bill over provisions of the Blockchain Regulatory Certainty Act, which would protect certain developers and firms that do not control customer assets from prosecution for illicit activity conducted by others on the platforms they build. Nevertheless, a group of seven Senate Democrats expressed that the updated ethics safeguards and stablecoin rules remain insufficient, stalling the 60-vote threshold needed to clear the floor before the summer break. A vote on the Clarity Act could be pushed to September 2026, though its final passage remains uncertain due to ongoing political debates and a crowded legislative calendar ahead of the midterm elections.
William Quigley, a cryptocurrency and blockchain investor and co-founder of WAX and Tether, said “There are three things I am focused on with respect to the Clarity Act:
1. Stablecoin Activity Based Rewards & Temporarily Freezing Accounts: The two main friction points in the Clarity Act have been Section 404 (stablecoin activity based rewards) and Section 304 (temporarily freezing accounts and indemnification for doing so). These are mostly resolved at the legislative level. But there will be a lot of drama over these provisions as the responsible federal regulators draft specific rules and guidance to industry participants.
2. What Counts as Activity Based Rewards: Congress is giving the Treasury, SEC and CFTC a year post Clarity Act enactment to jointly define what counts as an activity based reward. The banking and crypto industry will be deeply involved in helping shape the definitions in their favor.

3. Stable Coin Yield: Coinbase seems confident it has a work around to the prohibition in stablecoin yield. But investors should be wary of financial products marketed as passive yield earning investments. Activity based rewards are not in any way the same as the passive yield a customer earns in a savings account.”
At the Securities Exchange Commission (SEC), Commissioner Hester Peirce views payment stablecoins as essential tools for blockchain transactions, supporting a practical 2% net capital haircut for broker-dealers and warning that yield-generating on-chain activities remain bound by securities laws.
He states that payment stablecoins are necessary for transacting on blockchain rails and expanding tokenized asset business. He applauded SEC staff guidance allowing a reduced 2% haircut instead of punitive 100% requirements, aligning stablecoins with money market funds. Warning that moving traditional financial services like lending or yield vaults onto blockchain rails does not exempt them from federal securities regulations.
The People’s Bank of China already made its central bank digital currency (the digital yuan or e-CNY) interest-bearing starting January 1, 2026, while simultaneously banning private yuan-pegged stablecoins. Yifan He, CEO of Red Date Technology and architect of China’s Blockchain-based Service Network (BSN), in an interview published by Irish Tech News on May 15, 2026 stated that he regards stablecoins as practical payment tools if properly regulated. While not a proponent of decentralized yield-farming or crypto-earning protocols, he acknowledges that stablecoins serve a functional purpose for enterprise settlement, fast payments, and international transactions when managed inside compliant frameworks for digital currency integration. He maintains that mainstream blockchain evolution relies on regulated, institutional implementation rather than decentralized retail yield-chasing.

#TAO $TAO
$TAO 3.02 point de pourcentage de variation dans Bittensor (TAO) au cours d’environ la dernière journée semble être davantage attribué à des catalyseurs « souples » qui se chevauchent qu’à un seul événement « dur ».
Un récent article d’analyse sur les altcoins pour août 2026 cite explicitement Bittensor (TAO) comme une valeur phare parmi les tokens IA, le décrivant comme un réseau d’IA décentralisé de premier plan et mentionnant un « catalyseur potentiel lié à un ETF en août » parmi des noms d’IA comme Render et Arcblock dans une sélection de top altcoins pour août 2026.
Ce type de couverture est important pour une hausse qui ne représente que quelques points de pourcentage, car :

#CLARITYAct $BTC
On espère de moins en moins que le Clarity Act puisse être adopté avant la pause du Congrès du mois d’août, tandis que le Sénat cherche à donner la priorité à d’autres projets inscrits à son ordre du jour. Les actions liées au bitcoin et aux crypto-monnaies ont cédé du terrain mardi, alors que le Nasdaq glissait et que l’indice Kospi de la Corée du Sud plongeait dans un territoire de marché baissier pour entamer la semaine, au milieu de l’affaiblissement du secteur du commerce lié à l’IA.
Le Sénat semble avoir mis de côté, pour le moment, le Digital Asset Market Clarity Act, alors que le leader majoritaire John Thune (R-SD) poursuit cette semaine d’autres priorités législatives.

#VVV $VVV
Le mouvement d’environ 4,2 points de pourcentage de Venice Token (VVV) au cours des 25 dernières heures semble être davantage motivé par des cassures techniques à court terme et par l’attention accrue des traders ou des analystes, plutôt que par un nouvel événement fondamental.
Même s’il n’y a aucune annonce au niveau du projet liée aux dernières 24–25 heures, on observe beaucoup de discussions techniques sur le graphique de VVV sur X à cette période :
Un analyste décrit VVV comme formant un « wedge descendant (figure en coin) typique » après une correction prolongée, le prix se rapprochant de la ligne de tendance supérieure et avec un objectif de cassure potentiel proche de 18 $. Le billet présente explicitement VVV comme un candidat à un renversement haussier une fois que le volume confirmera une cassure au-dessus de la résistance.

#XRP $XRP
$XRP Ripple est devenu l’un des plus importants donateurs politiques d’entreprise aux États-Unis au cours de ce cycle électoral, tandis que le projet de loi sur la structure de marché, soutenu par l’industrie de la crypto, reste à l’examen du Sénat avant la pause d’août.
Public Citizen estime que Ripple a contribué pour environ 48 millions de dollars pendant le cycle électoral de 2026, se classant parmi les plus importants donateurs politiques d’entreprise du pays. Andreessen Horowitz se classe légèrement plus haut avec environ 51,65 millions de dollars, tandis que le total déclaré de Coinbase diffère car les organisations comptent différents comités d’action politique (PAC) et mécanismes de contribution.

#LIT $LIT
$LIT 3.62 percentage point move in Lighter (LIT) over roughly the last 37 hours is best explained by a combination of a sizable token burn, constrained tradable float, and renewed narrative attention from major endorsements and integrations.
LIT’s recent price action is happening against a very constrained tradable supply backdrop. A widely circulated market summary on X reports LIT “climbing after a 15.5M LIT token burn (6.3% of total supply)” and explicitly links that burn to the latest +10.24% 24 hour move in LIT’s price, alongside other top movers in the same session.Top crypto movers post highlighting the LIT burn A separate on chain and tokenomics focused thread breaks down circulating supply and staking: about 250M LIT in circulation, 16.10M LIT bought back, 15.6M already burned, and roughly 111M LIT staked. That leaves only around 122M LIT actually tradable, or about 49% of circulating supply, with some third party trackers estimating the actively tradable float could be closer to 25 percent.LIT float and staking breakdown thread When over half the circulating supply is either burned or locked up in staking, a one time burn of roughly 6% of supply has an outsized impact on what is actually available on exchanges. This means even a moderate pickup in demand over the last day or two can produce a noticeable percentage point move like the 3.62 ppts you are observing. The price move is happening in a “tight float” environment where structural reductions in sellable supply make LIT more sensitive than average to incremental buy pressure.
The burn is landing on top of a strong narrative wave for Lighter as an Ethereum perp DEX infrastructure play. Multiple news articles quote Tom Lee, chairman of BitMine and co founder of Fundstrat, calling Lighter a “massive breakout success and a critical infrastructure layer for Ethereum.” These pieces highlight that Lighter has processed around $43B of volume in 30 days and holds hundreds of millions of dollars in open interest and deposits, framing it as serious infrastructure rather than a small speculative token.Tom Lee endorsement of Lighter as an Ethereum infrastructure play That same coverage notes that LIT is still trading far below its prior all time high (around $7.86) despite strong growth in usage, which supports a “re-rating” narrative for traders looking for catch up trade ideas rather than already exhausted winners. The “top movers” X thread that mentions the 15.5M burn also ties LIT’s move to “continued momentum from its Robinhood Wallet integration,” reinforcing a story that Lighter is not just a DeFi niche but is being plugged into more mainstream user funnels.X post linking LIT’s move to burn and Robinhood Wallet integration In practice, endorsements from a well known macro strategist and visible integration with a major retail brand’s wallet act as narrative catalysts. They do not alone guarantee flows, but they prime traders to treat dips as opportunities and pay attention when fresh supply shocks like burns occur. The last ~37 hours of price strength are not occurring in a vacuum. They extend a broader re rating story where LIT is being reframed as a core Ethereum perp infrastructure asset rather than just another alt, and the latest burn provided a clear “excuse” for traders already watching the story to bid the token.
$LIT 3.62 percentage point price move over the last ~37 hours are: a sizable 15.5M LIT burn on top of an already tightly held supply, which mechanically reduces tradable float, ongoing positive narrative momentum from Tom Lee’s high profile endorsement and prior Robinhood Wallet integration, keeping LIT top of mind for traders, and active short term trading by whales and top derivatives traders in a thin float environment, amplifying those structural and narrative factors into an observable price swing rather than a quiet repricing. There does not appear to be a separate, discrete new event in the final hours of your window beyond these factors, so the movement is best viewed as the continuation and amplification of those catalysts rather than a brand new trigger.

#DEXE $DEXE
$DEXE Un mouvement de 7,49 points de pourcentage pour DeXe (DEXE) sur les dernières ~47 heures s’explique le mieux par un violent rallye de soulagement après un crash extrême, alimenté par la liquidation du levier et la couverture des positions short plutôt que par tout nouveau catalyseur fondamental positif.
L’évolution récente du prix de DEXE est dominée par un effondrement extraordinaire suivi d’un rebond agressif.
Plusieurs rapports indiquent que DEXE a chuté d’environ 85–97 % depuis un récent sommet historique autour de 49,43 $ jusqu’à environ 1,5–4 en l’espace d’environ 10–11 jours.
Après avoir touché la zone de support de longue date à 1,86–3,35, qui sert de zone d’accumulation depuis 2021, le titre a rapidement rebondi d’environ 25–100 % depuis le plus bas, selon le point de référence exact et le lieu d’échange.

#BTC $BTC
Les actions de l'Asie du Sud ont chuté, tandis que le Kospi sud-coréen plongeait de 11% et que le Sénat américain mettait en attente le Clarity Act, laissant le marché face à une décision décisive de la Fed.
Le Bitcoin (BTC 63 836,01) a perdu 0,53% depuis minuit UTC, après avoir reculé d’environ 2% pendant la séance américaine de la nuit.
Deux catalyseurs pèsent sur le moral des investisseurs.
D’abord, les valeurs liées à la fabrication de puces ont chuté en Corée du Sud, entraînant l’indice phare Kospi de 11%. Cette baisse, l’une des pires chutes sur une journée depuis des années, a envoyé des ondes de choc parmi les actifs mondiaux à risque.

#BTC $BTC
Un récent rapport indique que les dépôts de crypto sur les plateformes indiennes continuent de dépasser les retraits, suggérant que davantage d’investisseurs choisissent de conserver plutôt que de vendre leurs actifs numériques. Les Millennials restent le plus grand groupe d’investisseurs en crypto en Inde, reflétant un intérêt continu pour les cryptomonnaies malgré la volatilité des marchés.
Cette tendance témoigne d’une confiance croissante dans le marché indien de la crypto et met en évidence une participation accrue à long terme de la part des investisseurs particuliers.
Le marché de la crypto en Inde connaît une hausse de la confiance des investisseurs, portée par une jeunesse,

#BEAT $BEAT
Un mouvement de 7,71 points de pourcentage sur Audiera (BEAT) au cours des 2 dernières heures est très probablement dû à une prise de position spéculative en amont d’un très gros déblocage de jetons à venir, amplifié par l’engouement sur les réseaux sociaux et une cassure technique.
Le récit fondamental le plus clair autour de BEAT en ce moment concerne son déblocage de jetons à venir, qui semble très important par rapport au projet.
Plusieurs sources citent BEAT comme l’une des plus grandes opportunités de déblocage cette semaine. Un compte dédié à la tokenomics présente BEAT comme le 3e plus important déblocage pour la période du 27 juillet au 2 août, avec une valeur d’environ 75,1 M$, derrière seulement HyperLiquid et Canton Network, et devant Ethena et Grass, le présentant comme un événement majeur pour les spéculateurs à trader.

#LINK $LINK
$LINK Large wallets have accumulated over 2.0M LINK (about $17.7M) from Binance in the past week, with new multi-hundred-thousand-LINK withdrawals in the last ~13 hours, reducing exchange supply and signaling strong buy interest on X. Institutional and cross-chain adoption headlines, including Lombard Finance and Flow Traders using Chainlink for a Bitcoin credit strategy and a reported multibillion-dollar migration to Chainlink CCIP, have reinforced a bullish fundamentals narrative. Social and technical context shows traders framing LINK near $8.38 as a key level and talking about bullish daily candles, so positive flows plus sentiment likely helped amplify the short term price move.
Multiple on-chain analytics accounts on X highlighted substantial, time-clustered buying of LINK in the last few days, with the most recent tranche clearly within your 9 hour window.
One wallet was reported to have accumulated about 1.58M LINK (roughly $13.2M) over the past week through multiple transfers from Binance and now holds that full amount off exchangeFollow-up posts show the same wallet then withdrawing an additional 467.18K LINK (about $3.94M) from Binance within the last 13 hours, with the latest transfer roughly 3 hours before the update, taking the wallet to 2.05M LINK (around $17.7M) held off exchange. A separate detailed article on Chainlink’s fundamentals notes that exchange balances have dropped by about 12 percent in a month, including a single-day outflow of around 1.04M LINK on July 19, and that LINK’s price is up about 12 percent this month while remaining well below its yearly highs
The recent 3.63 percentage point move is plausibly connected to concentrated buying by at least one large address that is actively pulling LINK off exchanges, tightening tradable supply during a period of already declining exchange balances.
At the same time as the whale activity, Chainlink has had visible institutional adoption headlines that strengthen the bullish narrative and can attract additional discretionary buying.
X coverage in the last day highlights that Lombard Finance has integrated Chainlink as part of a Bitcoin on-chain credit infrastructure, with Flow Traders involved on the institutional side. This is framed as boosting “institutional cross-chain adoption” for Chainlink’s technology.A detailed fundamental piece reports that, following a roughly $650M wave of cross-chain bridge hacks this year, projects representing over $7B in token value migrated to Chainlink’s Cross-Chain Interoperability Protocol (CCIP) in Q2. It lists large integrations such as Mantle, Lombard Finance, KelpDAO, and a growing set of institutional initiatives including DTCC’s Collateral AppChain and a multi-bank T+0 FX settlement initiative that leans on Chainlink infrastructureThat same report notes that Chainlink’s Smart Value Recapture system has processed hundreds of millions of dollars in liquidations and that Chainlink’s own reserve has been adding LINK, signaling longer term confidence from the protocol side as well.
The fundamental story behind LINK is being actively reinforced by fresh institutional and cross-chain adoption coverage, which likely helps convert whale and retail interest into actual buy orders rather than fading the move.
$LINK the 3.63 percentage point move in LINK over the last 9 hours does not appear tied to a single, isolated event. Instead, it lines up with a combination of:
Active, multi-million-dollar whale accumulation from Binance into a single wallet over the last week, with additional large withdrawals in roughly the last half day, tightening exchange supply.Reinforced fundamentals and institutional narratives around Chainlink’s CCIP and new integrations such as Lombard Finance and Flow Traders, plus broader coverage of billions in assets migrating to Chainlink infrastructure after bridge hacks.A supportive sentiment and technical setup, with traders watching and reacting to reclaimed levels around $8.38 and daily chart signals, which allowed those flows and narratives to translate into a noticeable short term price jump.

#ZEC $ZEC
$ZEC La confirmation par Binance du soutien à la prochaine mise à niveau du réseau Zcash et à son hard fork, combinée à des mises à jour récentes du logiciel de nœud et à une narration technique au style “breakout”, a entraîné le mouvement du prix du ZEC au cours des 16 dernières heures.
Binance a annoncé qu’il soutiendra la prochaine mise à niveau du réseau Zcash et le hard fork prévus le 28 juillet 2026. Cet engagement réduit généralement le risque perçu d’exploitation et de radiation, attirant ainsi les traders à se positionner avant l’événement. L’annonce correspond à la hausse observée du prix sur 24 heures et à la progression sur 16 heures du prix du ZEC. Même sans modifier les fondamentaux du ZEC, le soutien explicite de Binance supprime une incertitude clé, encourageant à la fois les spéculateurs à court terme et les investisseurs à plus long terme à ajouter ou à rouvrir des positions dans la fenêtre de mise à niveau.

#TRUMP $TRUMP
A temporary break in hostilities between the U.S. and Iran appeared to hold on Monday, even as Tehran denied media reports that it had agreed to a 10-day ceasefire.
Oil prices nevertheless fell sharply on the development, sending stocks soaring at the market open.
As the uneasy pause continued, President Donald Trump was set to meet with Israeli Prime Minister Benjamin Netanyahu, who had co-launched the war against Iran nearly five months earlier.
The two leaders will primarily discuss Iran, Netanyahu said in an X post Monday morning.
"Our goal is clear: to safeguard Israel's security, strengthen its power, and expand the circle of peace around us," Netanyahu wrote.
The combat hiatus began Friday, following nearly two weeks of U.S. strikes against Iran in retaliation for attacks on ships in the Strait of Hormuz that shredded a temporary ceasefire that had already been repeatedly undermined.
The cessation came as diplomats sought to give peace talks "some space." Iran, which has also refrained from military operations against regional targets in recent days, has said it will reciprocate following a China-led push to resume stalled diplomatic efforts in Pakistan.
Iran's Foreign Ministry spokesperson, Esmail Baghaei, on Monday said Iran "currently have no negotiations with the United States," reiterating that official ongoing talks are solely with Oman regarding the future of the Strait of Hormuz.
While the U.S. and Iran have paused hostilities, other actors did undertake military action related to the conflict over the weekend, highlighting the risk of further escalation and the complex challenges facing negotiators.
The Saudi military conducted strikes on Iran-backed Houthi targets in Yemen following the rebel group's attacks on Red Sea shipping in recent days.
Meanwhile, the Ukrainian military reportedly struck an Iranian commercial vessel in the Caspian Sea, killing one sailor and injuring another. Kyiv said the vessel was being used to transport military cargo supporting Russia's invasion of the country, while Tehran decried the attack as a "hostile and criminal act."
But experts caution that prospects for a lasting peace face serious challenges. The U.S. and Iran are not currently in direct, official talks, but negotiating via intermediaries.
When direct talks are possible, negotiators will have to agree on controversial topics, such as the future of Iran's nuclear program, sanctions relief and Tehran's support for its proxy groups in the Middle East.
From an economic perspective, the most important negotiating point will be guarantees of maritime security and the return and normalization of toll-free, two-way traffic flows through the strategically vital Strait of Hormuz.
The strait, through which a fifth of global oil supply flowed before the conflict, remains subject to an ongoing U.S. blockade.
Iran's Baghaei said Monday that the situation in the Strait of Hormuz has "not changed and it is still closed."
Oman, which sits on the opposite side of the strait to Iran, has emerged as a key player in negotiations. An Omani delegation was reportedly in Tehran on Friday and Saturday in efforts to negotiate a provisional arrangement to manage the transit of shipping through the waterway.
Baghaei described talks on Friday and Saturday as "useful discussions."
Nevertheless, investors were cheered by the pause in hostilities, which followed not long after the White House was said to be considering a "massive attack" on Iran. Oil prices plunged by more than 7% early on Monday as futures markets pointed to strong performance on Wall Street.

#BTC $BTC
$BTC The broader outlook for perceived store-of-value assets such as bitcoin BTC$64,483.27 and gold remains constructive. The reason is simple: the U.S. government is more indebted than ever, with no end in sight.
The Treasury’s Debt to the Penny dataset put the federal debt at an all-time high of $39.7 trillion on Friday. According to some observers, the government’s debt is growing by roughly $7 billion each day. If that were market capitalization, the accumulation alone would rank as the 16th-largest cryptocurrency, well ahead of privacy coins like XMR and other tokens.
According to the founders of the crypto newsletter service LondonCryptoClub, the pace of growth supports the so-called debasement trade, a bet that fiat currency will fall in value. The trade involves buying limited-supply assets like gold and bitcoin that benefit from the devaluation, which often occurs when governments face high debt.
"This is the world of fiscal dominance and ultimately will dictate Fed policy. Rates will necessarily need to be kept artificially low and liquidity will need to be provided to help fund the refinancing cycle. "The 'debasement' trade was a popular narrative last year but has gone quiet. Yet it’s set to go into overdrive!," the founders told.
Several observers have raised the alarm over the ballooning debt in recent months.
Apollo chief economist Torsten Slok warned that the U.S. debt-to-GDP ratio of over 120% means there is little room to spend more money should a recession arrive. Moreover, the Fed can't cut interest rates as aggressively as during previous recessions because that would add to inflation and, more importantly, reduce the yield on bonds. The government needs to issue more bonds to fund deficits and those need to offer a high return to draw demand.
"The U.S. has never entered a recession with this little fiscal buffer,” he wrote in a blog post in May.
All this means that if a recession occurs, the pain could be longer-lasting and may trigger demand for assets that fall largely outside of the financial system,
such as $BTC and cryptocurrencies. That said, since its inception in 2010, BTC has moved largely like a tech stock and not a haven investment.
For now, the cryptocurrency is changing hands just above $65,000, cheering the overnight slide in oil prices. Ether is outperforming BTC, hinting at a potential altcoin rally ahead.

#SHIB $SHIB
La hausse spectaculaire du prix du Shiba Inu (SHIB) semble être due à un mélange de spéculation de détail en Corée du Sud, de liquidité boursière faible sur certaines plateformes, d’activité de baleines et d’une percée technique, plutôt que de toute nouvelle information fondamentale.
La flambée du SHIB a été principalement initiée et portée par des traders sud-coréens, et non par une annonce spécifique au projet. Le SHIB a bondi d’environ 36 % en un jour, pour atteindre environ 0,0000057 $; il a ainsi ajouté quelque 1 milliard de dollars de valeur de marché, sans qu’aucune annonce ni aucun développement ne vienne expliquer ce mouvement. La paire SHIB/KRW sur Upbit représentait plus de 62 millions de dollars de volume, soit plus d’un dixième des échanges mondiaux en SHIB, et elle s’échangeait avec une prime par rapport aux cours sur les places en dollars. Cela suggère fortement que les plateformes coréennes étaient les acheteurs marginaux principaux. Ce flux spéculatif régional, en particulier sur les bourses sud-coréennes, a déplacé la découverte du prix vers des places en KRW, le reste du marché ayant ensuite suivi.

#VVV $VVV

Une hausse de 12,02 points de pourcentage du Venice Token (VVV) sur les dernières 25 heures semble principalement portée par un récit de burn/tokenomics renforcé et par un trading social groupé autour de niveaux clés, plutôt que par une quelconque nouvelle information marquante ou des cotations.
Un billet détaillé publié par un compte influent a présenté la récente solidité du VVV explicitement en termes de politique de brûlage et d’incitations pour le trésor. Le fil indique que Venice intensifie les brûlages, avec désormais 5 % supplémentaires de tous les revenus de crédits API brûlés, ce qui, selon eux, a fait augmenter les brûlages quotidiens d’environ 3 fois et réduit les émissions nettes pour le Venice Token (VVV). Cela a été présenté comme une continuité et une montée en intensité de plans antérieurs, et non comme quelque chose d’entièrement nouveau, mais le sujet a clairement été remis sur la table pour les traders. Le même billet souligne que le VVV est décrit comme le plus gros poste de leur trésor, arguant que chaque hausse de 1 dollar du prix du token ajoute 30 M$+ de valeur au trésor et que brûler des tokens est donc un moyen efficace de renforcer le bilan. Cela cadre les rachats ou brûlages comme économiquement rationnels pour l’équipe et laisse entendre que d’autres mesures pourraient suivre : un récit d’accumulation de valeur solide pour un token de mid-cap. Le fil évoque en outre l’étape suivante avec Minds, un futur marché d’agents qui exploiterait la base d’utilisateurs de Venice, l’accès multi-modèles et l’intégration on-chain, positionnant le VVV comme un actif clé dans l’écosystème d’agents IA à venir. Les traders disposent ainsi d’une histoire de croissance à ancrer au-dessus du récit de tokenomics, même s’il n’y a aucune annonce de lancement concrète dans les dernières 24 heures.