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This week feels like a macro/crypto stress test for $BTC and broader markets.
You've got Iran-U.S. tensions refusing to cool down, oil sliding from $114 → $100, S&P hitting 7,400, while BTC still holds around $81K despite all the noise. Institutions are quietly repositioning:
Morgan Stanley now recommends allocating 2-4% of portfolios into B $BTC. Meanwhile, Strategy reported a $12.5B Q1 loss, with Michael Saylor even hinting at possible BTC sales - something previously considered unthinkable.
At the same time, capital keeps rotating into infrastructure:
JPMorgan + Mastercard executed the first cross-border tokenized Treasury transfer on XRP rails
Coinbase posted a $394M quarterly loss as volumes cooled
Morgan Stanley is rolling out crypto trading via E*Trade
Binance added withdrawal delay protection for risk control
Kalshi hit a $1B raise, pushing prediction markets into mainstream financeHyperliquid is expanding into prediction markets as well
Regulation is also accelerating:
CLARITY Act discussions advanced stablecoin alignment between banks and crypto
Trump-era tariff rulings and DOJ investigations are adding political volatility into markets
WLFI is now in a legal dispute with Justin Sun - adding more tension inside crypto-native ecosystems
What's next?
#DailyOrbit #OKXOrbitTopics #CreatorRewards @OKX Orbit
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