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Ezra_fox
Ezra_fox
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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