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
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🧠 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
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