Phyrex.Ni
Phyrex.Ni
No extravagance, no waste
0Following
2.4Kfollowers
Feed
Feed
Unconsciously, I've been following this show for almost four years. Although it's not the show I've followed the longest, it should be my favorite American series in the past five years, almost without equal.
From the very first episode of the first season, it captivated me. It's now in its fourth and final season. I highly recommend it. The show is called "FROM," produced by MGM+.
It's a horror series that really tests human nature. The bloody scenes are rated 18+. Even now, the main storyline is still unclear. Yes, even though the finale is coming up soon, no one really knows what the whole show is about. It's that bizarre, but that's exactly what makes it so captivating.
None of the cast are very famous or particularly outstanding in appearance, but their character performances are excellent. The whole series feels like a puzzle-solving game where the characters are chased by monsters, and no one knows what the mystery really is.
Highly recommended!! This should be my second most recommended American series. The first one is called "Shameless."
By now, the data for $ETH and bitcoin:native have become very similar in structure. Most retail investors who chase rallies and sell on dips have already exited, leaving mostly BlackRock investors engaging in short-term trading. Even the short-term selling volume from BlackRock investors is decreasing.
This situation aligns with the long-term holder and high-net-worth position data we've recently reviewed. More traditional investors have reduced their chase-and-sell behavior in crypto and have shifted towards long-term holding. If their goal is short-term, they likely prefer U.S. stocks.
#Bitget means VIP access! Crypto, U.S. stocks, CFDs—global opportunities all in one place
Phyrex.Ni
On Monday, the data for $ETH spot ETFs continued to be poor, which was expected since investors chasing rallies and selling during downturns are gradually exiting. However, it is quite similar to Friday's expectations; except for a significant reduction in investors from BlackRock, other institutional investors have not reduced their holdings much.
It's not that other institutional investors have higher awareness, but rather that short-term investors have mostly left. Especially in the past two weeks, Fidelity's investors have been exiting about 5% of their holdings daily, and even now, daily sell-offs are around 1% of the holdings.
Other institutions are even less active. For the market to warm up again, we still need to see the complete resolution of the conflict between the US and Iran.
#Bitget comes as VIP! Crypto, US stocks, CFDs, a one-stop global opportunity layout
It's been over 75 days, right? I believe even Trump didn't expect the US-Iran geopolitical conflict to last this long. He’s probably regretting it deeply now, but since it has happened, it needs to be resolved as soon as possible. Although Vance said today that the negotiations with Iran have achieved some results, the market no longer believes the 'wolf is coming' story. The current market is just watching the oil price; if oil prices don’t come down, it means inflation cannot be eased.
From the situation in the Strait of Hormuz, the US Navy has intensified the blockade of Iranian ports and today expelled some ships attempting to approach Iran. This is a significant blow to Iran’s shadow fleet. So, when neither side wants to escalate attacks, they are choking each other, and it’s a matter of who runs out of breath first. But Hormuz is not just about oil; it also involves food and fertilizer.
Therefore, the longer this lasts, the more disadvantageous it is for Iran. Considering their own interests, Europe and Asia may both urge Iran to open the Strait of Hormuz. Everyone understands the reasoning, but it’s really unclear how long Iran can hold out. The last IEA report said until the end of May, and there are still 10 days left. Hopefully, it can be resolved.
Back to Bitcoin data, with the US stock market falling, $BTC is indeed oscillating downward, but it’s clear that the decline in Bitcoin is slowing down. This is mainly because short-term turnover investors are decreasing, and more investors prefer to hold long-term. Most investors also know that the current decline is caused by the US-Iran standoff, and once the war ends, the probability of a rebound will be very high.
So, there is no sign of massive investor sell-off, and daily turnover is not intense. Investors are still maintaining a rational attitude for now.
#Bitget VIP is here! Crypto, US stocks, CFDs, global opportunities all in one place
Last time @gokunocool came to Singapore, he introduced me to @Billion_Global, mainly because I am very optimistic about the live streaming + prediction field. To some extent, I even believe this sector is one of the few opportunities currently emerging in the Asian prediction market.
The biggest problem in the Asian prediction market right now is not the lack of topics, nor is it entirely due to cultural differences between Europe and Asia. One of the biggest issues is the misalignment in user targeting. I talked about this in an interview with @hananotsorry; prediction markets that fail to see this clearly will struggle to survive.
Don’t assume that because Polymarket and Kashi use cryptocurrency, crypto users are the main force in prediction markets. This is a very mistaken view. Most crypto users are here to "defy fate"—if they can’t make several times or even tenfold profits, most won’t be interested.
Moreover, prediction markets are, in the long run, a form of financial investment returns, not a "gambling" activity where you can make several or even tens of times your money anytime. For users accustomed to high leverage and contracts, prediction markets are at best entertainment, unless a fully automated "quantitative" solution can be developed.
Prediction markets need to break free from the "cryptocurrency" trap; going mainstream is essential. Sticking to the small crypto niche every day makes it difficult to achieve significant growth.
Billion Live
BillionLive is officially live on @XLayerOfficial and participating in the X Layer Hackathon.
As the all-in-one social trading portal on X Layer, we're bringing livestream trading, social engagement, and prediction markets to the OKX ecosystem.
Now live on X layer:
- X Layer deposit & withdraw
- Tipping on X Layer
- Live copy trading powerd by OKX DEX
BillionLive is the first live-trading platform. Watch real traders, chat in real time, and copy trades in one tap - all without leaving the stream.
Trading is no longer just charts and numbers. It’s now interactive, social, and live.
#Billionlive Beyond streaming.
BillionLive 正式入驻 @XLayerOfficial ，并报名参与 X Layer 黑客松。
我们正为 OKX 生态带来直播交易、社交互动与预测市场的全新体验。
现已支持：
X Layer 资产的充值与提现
X Layer 资产直播间打赏功能
集成 OKX DEX 直播间实时跟单交易
BillionLive 是首个直播预测交易平台。看实盘、看操作、聊策略、无需离开直播间，一键跟单实盘。
交易不再只是冰冷的 K 线与数字，而是实时、互动、社交化的全新体验。
On Monday, the data for $ETH spot ETFs continued to be poor, which was expected since investors chasing rallies and selling during downturns are gradually exiting. However, it is quite similar to Friday's expectations; except for a significant reduction in investors from BlackRock, other institutional investors have not reduced their holdings much.
It's not that other institutional investors have higher awareness, but rather that short-term investors have mostly left. Especially in the past two weeks, Fidelity's investors have been exiting about 5% of their holdings daily, and even now, daily sell-offs are around 1% of the holdings.
Other institutions are even less active. For the market to warm up again, we still need to see the complete resolution of the conflict between the US and Iran.
#Bitget comes as VIP! Crypto, US stocks, CFDs, a one-stop global opportunity layout
What Old Wu said, I really have studied it.
Indeed, Bitcoin is a kind of "certificate" of electrical energy, but unfortunately, Bitcoin cannot be directly converted into electricity. That was my previous thought.
Yesterday I watched a short video that I thought was very good. In the future world, all transaction currencies will be Tokens, and one Token represents a unit of electrical energy. Having Tokens means you can charge.
And the items purchased with Tokens can all be converted back into electrical energy through some kind of recycling machine.
This made me think, although Bitcoin cannot be directly converted into electricity, BTC can be converted into money, and money can be used to buy electricity, so isn't that indirectly Bitcoin = electrical energy?
After all, compared to "computing power," Bitcoin's transactional and commodity attributes are stronger. In the future, even buying electricity might only be possible through $BTC, which would turn it into a pure "energy" transaction.
Every time it comes to a critical moment, Trump always TACO
Phyrex.Ni
Iran's new Strait of Hormuz management agency has opened an X account and stated that any passing vessels must fully coordinate with the agency; passage without permission will be considered illegal.
The United States believes that Iran's earlier proposal to end the conflict does not constitute a substantive improvement and is still insufficient to reach an agreement.
Just like I said yesterday, the back-and-forth between the US and Iran has been ongoing, and today was another day of turmoil. First, there was news that the US was preparing to take action against Iran, causing WTI prices to surge above $105. Then it was reported that Iran submitted a revised ceasefire agreement, and oil prices fell back below $100. Next, the US opposed this agreement, and Iran established a new department that publicly announced it would manage the Strait of Hormuz.
At this point, I really have no patience left for this situation. I don’t understand how the US and Iran can endure this constant tug-of-war. The US blockade of Iranian ports has severely impacted Iran’s economy, while Iran’s blockade of the Strait of Hormuz affects inflation in the US and even globally. Dragging this out benefits neither side, nor the world.
I remember the IEA initially analyzed that the Strait of Hormuz issue would be resolved by the end of May at the latest. There are about 10 days left, and if this turmoil continues, it’s hard to say what will happen. If WTI oil prices remain above $100, inflation in May will definitely continue to rise, and the June interest rate meeting will be impossible to see a rate cut, no matter who shows up.
Back to Bitcoin data, as mentioned before, $BTC price fluctuations are still determined by the US stock market, especially tech stocks. The US stock market’s trend is closely linked to the US economy, macro factors, and politics. Data shows that short-term speculators in Bitcoin are indeed decreasing, while long-term investors are gradually increasing.
#Bitget means VIP! Crypto, US stocks, CFDs, global opportunities all in one place
Iran's new Strait of Hormuz management agency has opened an X account and stated that any passing vessels must fully coordinate with the agency; passage without permission will be considered illegal.
The United States believes that Iran's earlier proposal to end the conflict does not constitute a substantive improvement and is still insufficient to reach an agreement.
Phyrex.Ni
Iran's Fars News reports that Iran has launched a Hormuz Safe shipping insurance platform for the Strait of Hormuz, claiming it can settle payments using Bitcoin
The platform named Hormuz Safe / هرمز سیف has started providing insurance for maritime cargo passing through the Strait of Hormuz. A document obtained by a Fars reporter shows that since the beginning of Ordibehesht month in the Iranian calendar, roughly late April 2026, the Iranian Ministry of Economy has been advancing a plan to "manage the Strait of Hormuz" through an insurance mechanism.
This plan can issue various marine insurance policies and financial liability certificates, with potential revenue exceeding 10 billion USD. Fars also claims that platform rules indicate the related insurance will be settled using $BTC, with cargo confirmed on-chain and a signed receipt provided to the cargo owner.
If implemented, this plan could bring Iran over 10 billion USD in revenue.
On Friday, the poor data for $BTC dragged down $ETH data as well, which wasn't much better; overall, both were about the same. Most short-term investors from other institutions have probably already exited. Although Fidelity is also seeing outflows, the volume has significantly decreased. Other institutions have even fewer outflows. Currently, the largest outflow is from BlackRock, which is understandable since they bought the most during the inflow period, so naturally, they are selling the most now.
In the data from week 94, U.S. investors collectively withdrew 112,492 ETH, a significant contrast to the net inflow of 42,744 ETH in week 93. Traditional investors' interest in ETH has once again diminished considerably.
#Bitget is here to make you VIP! Crypto, U.S. stocks, CFDs—global opportunities all in one place
