The US-Iran talks are full of drama, and Trump is throwing down some serious words again, causing the Iranian delegation to walk out. The Strait of Hormuz is still blocked.

$BTC Bitcoin is currently hovering around $64,000; after a big drop on Friday, there's been a slight rebound over the weekend, but this position is pretty awkward.

Arthur Hayes has liquidated his altcoin holdings, claiming that the AI narrative might have peaked—high energy costs, policy risks, and major companies' IPOs sucking liquidity. He believes that if AI takes a hit, Bitcoin will definitely follow suit. This guy has had some accurate calls in the past, so we should pay attention to this signal.

It's not all bad news, though; $AVAX has been impressive this week, with FIFA ticketing going on-chain, SPACEX being tokenized, and a global payment network rolling out. These tangible developments are the real deal.

The market is watching the US-Iran situation, but negotiations like this are unpredictable. When risk assets pull back, don’t rush to go all-in; take a moment to stabilize first.

#Bitcoin #Web3 #Avalanche #Crypto #Macro

NFA DYOR