The Fed's policy is swinging, and risk assets are all waiting for a clear path. $CRCL daily close up 2.18%, but the order book action is more interesting than the price itself: OI piled up to 478,000, Funding Rate holding at 0.00007454, capital isn’t retreating, it's paying to squat.
The market is finding balance between traditional finance and on-chain assets; the RWA narrative hasn't faded, it's just taken a gentler accumulation approach. Funding is positive but the price rise is moderate, indicating that it’s not a chase higher, but rather a tentative build-up.
My judgment is straightforward.
Trade Tag: #TradFi #链上美股 #CRCL
Do KOL opinions align with your assessment?
The market is finding balance between traditional finance and on-chain assets; the RWA narrative hasn't faded, it's just taken a gentler accumulation approach. Funding is positive but the price rise is moderate, indicating that it’s not a chase higher, but rather a tentative build-up.
My judgment is straightforward.
Trade Tag: #TradFi #链上美股 #CRCL
Do KOL opinions align with your assessment?