Last night, Israel's latest "Lion Rises" plan precisely struck Iran's Natanz nuclear area and South Pars gas field. Iran launched 150 missiles in retaliation and threatened to "control the Strait of Hormuz." What was the result? Oil and gold prices soared once again, while BTC and other digital assets were pushed to the edge of the wind. What will tonight's market look like? Let's continue to watch the big show.
🔻📉【Market Review · Digital Currencies Roasted by Oil Fire】
BTC was pressured down from a high of 106K to 104.6K, closing steady at 105.8K, with a daily decline ranging between –1.3% to +0.2%; ETH fluctuated between 2494–2575, currently up slightly to 2572 dollars; BNB also didn't lie flat, flipping between 642–652, now at 651.
On the surface, it seems "uncertain fluctuation," but in reality, Deribit big shots are using options to "fire up the pan," and the main force is washing positions under pressure.
🧠 Pony's Cold Comment: It looks stable, but it’s actually not; the decline isn't severe because they fear causing serious injuries. The main force is laughing and applauding behind the curtain, while the audience stands foolishly on stage.
🌍🤝【Middle East Situation·War Drives Gold and Oil, but the Crypto Circle Feels the "Ice and Fire"】
According to reports, Israel has struck multiple nuclear and oil and gas facilities, and Iran retaliated with force. The most intense area—the Strait of Hormuz—is claimed to be "controlled," directly igniting oil prices:
WTI currently rises +6.5% to about 74.1 dollars/barrel; Brent rises to 75.3 dollars.
Gold is also unwilling to back down, approaching $3,445 per ounce.
In the stock market: US stock futures dipped slightly, VIX continued to rise, and the dollar index soared, indicating that the market's "hard risk aversion" style has switched.
🔥 Pony's Poisonous Comment: Oil and gold prices soar, while digital assets tumble on the ground. Wasn’t it said that "coins are the new gold"? It now seems that "gold is the old insurance."
🧿🕳【KOGE, ZKJ netted in overnight, Binance Alpha forced to grow】
The crypto circle has never lacked for schemes to harvest retail investors, but actions like last night's "cutting the internet cable in the dark" would even make seasoned investors hold onto the wall.
KOGE and ZKJ, once packaged as "new public chain narratives + ultra-low gas tools," both collapsed and fled within 24 hours. DEX liquidity was instantly drained, totaling over ten million U evaporated like smoke. Countless small investors cried out in the middle of the night while looking at their iPads: "I thought it was a technological revolution, but it turned out to be a collective liquidation."
Meanwhile, the Binance Alpha incubation group, which once provided market exposure and liquidity support for these projects, is now pushed to the forefront. CZ is remotely shouting in Singapore: We have grown up, but we don’t want to replace the monk sweeping the floor to check the accounts.
Thus, Binance Alpha began internal testing of the "Alpha Rating System V1" and drastically cut 16 previously "in-house" incubation projects. This time, it was not about "governing without action," but rather "growing through being hit."
🐴 Pony's Poisonous Comment: The crypto circle has never lacked for reasons to have headaches, but today’s wave is truly hardcore—last night before sleeping, I was a DeFi trendsetter, and waking up I became an unemployed stockholder; Binance Alpha also finally realized: trading small coins is not parenting, but taming a beast.
🏦📈【Institutions Fall Silent · Boldly Step on Oil Mines, Continue Hoarding Coins】
The big shots are still tough:
BlackRock, ARK, and Pompliano continue to increase their positions, and ETF net inflows remain; on-chain BTC/ETH transfers to cold wallets are still ongoing.
This is the so-called "the stronger the wind, the steadier the nest"—the market is moving, the main force is charging, while others are building fortresses in the valley.
💼 Pony's Comment: In the face of bombs, retail investors hit the brakes, but institutions treat oil barrels as tombstones to build foundations. Don’t say they aren’t bold; they are truly betting their lives on the future.
🔥🎯【Hot Topic Tracking·Stablecoin Alliance + Other Major Moves】
Amazon/Walmart stablecoin schemes enter compliance testing stage, making "buying groceries with coins" no longer a topic for after-meal discussions;
Solana ETF update submitted, SEC response on the way;
New type of RWA lending protocol goes live for testing, DeFi begins to touch real asset legs.
😏 Pony's Cold Comment: Remember, what can truly change your daily life is not the rise and fall of BTC, but whether you can use it to swipe your card at the supermarket. Real use cases are the next wave of headlines.
📉🤯【Emotional Notes · Slightly Hot but Not Scalding】
The sentiment in the crypto circle has shifted from "slight panic" to "structural adjustment":
BTC holds at 105K, ETH struggles between 2530–2570, and BNB closely follows.
It didn't collapse, but it also didn't rise. It's like the soup is about to cool down, but no one dares to keep cooking.
🎯 Pony's Poisonous Comment: You think the market is cold because there’s no fire; in fact, the main force is waiting for the "fuse" to collide with the bottom of the pot—only then will they dare to float red.
