Market turmoil, what are capitalists scrambling for? 🌟
U.S. stock market frenzy: Last night, the Nasdaq soared 2.74%, with tech stocks leading the charge, Nvidia and Tesla each up over 3%. The market is betting on a Fed rate cut in June, with Waller stating, 'If unemployment rises, we will cut rates.' Fed officials are collectively hinting at a 'policy shift,' and Wall Street smells money.
Crypto stable yet volatile: Bitcoin ETFs have attracted over $440 million for five consecutive days, yet the price remains stagnant—large funds are quietly positioning while retail investors hesitate? Under expectations of Fed easing, the crypto market may become a 'reservoir.'
SEC holding major moves: At 1 AM, a crypto roundtable meeting took place, with compliance factions like Ondo and BlackRock BUIDL being interviewed; traditional institutions are stirring beneath the surface.
💎 Alpha Radar: Who is quietly getting rich?
TVL soaring leaderboard
$UI Network: TVL surged 9% in a single day, breaking $1.6 billion; what new protocols are the DeFi veterans up to? (specific ecosystems need verification)
Ondo & Ethena: The RWA duo both broke $1 billion in TVL, BlackRock BUIDL fund became the 'cash-generating' engine, and traditional asset management is moving government bonds onto the chain.
Binance TGE 12th issue: OKZOO ($AIOT) opens for grabs, 45 points Alpha score threshold—score enthusiasts are celebrating, while new retail investors are left staring.
Magical realism: Trump dinner economics
Sky-high ticket prices: The top 25 holders of TRUMP coins can dine at the White House; currently, the top three are claimed by whales [Sun], market maker Wintermute, and the Meme organization—Is this the first time in crypto to use tokens to buy 'political resources'?
Yayoi Kusama goes on-chain: The pumpkin sculpture 'Pumpkin' is fragmented on DuckChain; in the era of art NFTs 2.0, can fragmentation allow the masses to speculate on famous paintings?
Infrastructure mania
Helium's comeback: Partnering with AT&T to deploy thousands of WiFi nodes across the U.S., decentralized networks are transforming from a 'mining toy' into a crucial infrastructure need; can $HNT replicate the IoT sector's myth?
🛎️ Today's thoughts
Fed easing + institutional compliance: Will the RWA narrative from BlackRock and Ondo cause the crypto market to 'mirror the U.S. stock market'?
Trump coin phenomenon: Tokens becoming a new form of political donation; will regulators take strong actions?
Art fragmentation: When Yayoi Kusama transforms into 'shards,' is it democratization of art or a new vehicle for bubbles?