📊 MARKET UPDATE – JUNE 24, 2025
1. 📈 TRADITIONAL MARKETS
• SPY @ 600 $ (+0.97%)
After the USA–Iran tensions, the markets show strength. The recession risk is being scaled back, and sentiment remains positive. Possible new highs by the end of the year.
2. ₿ CRYPTOCURRENCIES RECOVERING
• Bitcoin @ 105,300 $ (+3.8%)
• Ethereum @ 2,412 $ (+7.4%)
Institutional flows into ETFs (IBIT, ETHA) support the recovery. Growing volumes, technical rebound after geopolitical pressure.
3. 🖼 NFT & DIGITAL ASSETS
• Weekly NFT volume: +37% to $157 million
Immutable leads the growth (+156%)
The sector is evolving: from pure hype to real utility. Focus on gaming, access, community, and interoperability between blockchains.
4. 🌍 GEOPOLITICS & MACRO SCENARIO
• US attack in Iran without escalation: the Strait of Hormuz remains operational, oil stable (~$75–$77)
• Investors temporarily seek refuge in gold, dollar, and treasury
• Anticipation for the NATO Summit in The Hague: much will be decided on defense and foreign policy
⸻
🧠 IN SUMMARY
✔️ SPY returns strong after the panic
✔️ BTC and ETH recovering, ETFs in the spotlight
✔️ NFTs maturing, utility at the center
✔️ Geopolitics weighs in, but does not hinder the underlying trend
📩 Write to me if you want to delve deeper:
– Which altcoins to follow
– NFTs with real utility
– Technical analysis BTC/ETH
– Future macro scenarios
