금

주식과 크립토의 극단적 갈라짐 “The S&P 500 posted its best quarter since 2020 while Bitcoin fell to a 21-month low — a stark decoupling that challenges the narrative of crypto as a risk-on asset.”

비트코인 최대 기업 보유자의 항복 “Strategy's 'never sell' mantra finally broke as the company began offloading Bitcoin after a 45% drop in its stock price year to date.”

SpaceX가 200억불 채권으로 갚으려는 바로 그 돈 “SpaceX plans to use bond proceeds to repay the roughly $20 billion bridge loan that funded its xAI acquisition.”

SpaceX 3거래일 -23%를 한 줄로 요약한 표현 “A JonesTrading strategist noted that sellers are back in control and that everyone who wanted the stock already owns it.”

정식 조약 전 단계의 합의 문서 “Switzerland has proposed itself as the venue for a possible signing of the MOU intended to consolidate the truce.”

“딜이 끝났다”

탈중앙화 무기한 선물 거래소 “HyperLiquid has become the dominant perp DEX, processing $8B+ daily volume entirely onchain.”

상장사 주식의 블록체인 토큰 버전 “The SEC's innovation exemption would allow tokenized equities to trade on crypto-native platforms — creating a parallel stock market that never closes.”

Fear & Greed Index가 22를 기록 중. 역사적으로 20 이하에서는 바닥 반등이 자주 나왔지만, 이란 전쟁 + 유가 급등 + 금리인하 소멸이라는 3중고에서 과거 패턴이 반복될지는 미지수 “The market's Extreme Fear reading of 22 has historically signaled a bottom, but this time the macro headwinds are unprecedented.”