SD_Survivor

Morgan Stanley is set to roll out spot crypto trading on its wealth platform later this year, expanding access alongside tokenized assets and ETF integration.

War risk around Iran is back on the table.
The latest escalation is real: the UAE came under Iranian missile and drone attacks, a fire broke out at Fujairah’s oil facility, and multiple vessels were hit around the Strait of Hormuz. The US says its forces intercepted part of the assault and destroyed several Iranian boats during the maritime clashes.
The market implication is straightforward. Energy risk is rising again, shipping remains under pressure, and oil has already jumped sharply above $100 on the renewed escalation.
Crypto is holding for now, but this is exactly the kind of backdrop wh

#ETH is right on the edge of an upside breakout from a descending broadening wedge on the daily chart.
If Ethereum confirms the breakout, the next strong move could open the way toward the $3,700-3,800 zone.

The tokenization market still has enormous room to grow.
Grayscale estimates that more than $300 trillion worth of assets could eventually be tokenized, while only around $30 billion is currently on-chain.
The pace of growth is already sharp. Over the past year, the market expanded by 217%, led mainly by tokenized US Treasuries at roughly $15 billion and commodities at around $5 billion.
For context, residential real estate is worth $288 trillion, bonds $145 trillion, and equities $127 trillion. All of that is potential tokenization territory.
According to Grayscale, some of the biggest crypto

🔥 Tom Lee’s Bitmine Buys 10,000 ETH From Ethereum Foundation; BMNR Stock Climbs
Tom Lee’s Bitmine has added more ETH to its treasury, acquiring 10,000 ETH from the Ethereum Foundation.
The BMNR stock has notably climbed amid the Ethereum treasury firm’s purchase, as it edges closer to its goal of holding 5% of the total ETH supply.

🧠 The Great GameFi Exodus
The Web3 gaming bubble has burst. Metrics across the sector are down 90%+, with capital fleeing to AI and other emerging niches.
The hack of the Ronin network and the subsequent crypto winter accelerated the decline.
Caladan notes that sustainability was sacrificed for rapid growth, leading to the demise of nearly 1,000 projects.
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🇺🇸 POWELL: Oil shocks affect the U.S. less than Europe and Asia but warns that prolonged disruptions would have a much greater impact.
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LATEST: ⚡ Tether has ordered immersion-cooled Bitcoin mining modules for a South America facility as it expands deeper into BTC mining infrastructure.
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The US stock market has added nearly $8 trillion in market cap over the past month.
Risk appetite is clearly back — and crypto usually doesn’t ignore this kind of liquidity shift.

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The KelpDAO attack has triggered a contagion affect.
"The exploits are now growing faster than we can contain them.

🚨 FOMC Meeting: US Fed Expected To Hold Rates Till 2027 Despite Kevin Warsh Taking Charge
The hawkish expectations come despite the Trump nominee Kevin Warsh taking over.
Markets are pricing in a slow and steady approach from policymakers with no expectations for rate cuts until late 2027.

A trader made about $33,000 by exploiting a weather market on Polymarket.
The market was using data from a sensor at Paris airport, and that sensor apparently had no protection. He bet on 22°C, then reportedly heated the air around the sensor with a hair dryer, pushed the reading higher, and won the market.
Genius.

🇨🇳 JUST IN: China’s chip exports jumped to a record $234B (+43% YoY), with Q1 rising 77% as global AI demand fuels a wider tech export surge.
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❗️ Trump has extended the ceasefire.
He said the decision was made because Iran’s government is deeply divided and, at the request of Field Marshal Asim Munir and Pakistani Prime Minister Shehbaz Sharif, the US agreed to pause strikes until Iran’s leaders present a unified proposal. Reuters reported that Trump announced an indefinite extension of the ceasefire to allow more time for negotiations.
At the same time, Trump said US forces will maintain the blockade and stay fully prepared for action until Iran’s proposal is submitted and the talks are concluded one way or another.

The Trump administration has started the process of refunding up to $166 billion in tariffs after the US Supreme Court ruled that the emergency tariff regime was unlawful.
Starting April 20, companies can file claims through the new CBP refund system. More than 330,000 importers across 53 million shipments may be eligible, and as of April 9, over 56,000 importers had already completed the steps tied to roughly $127 billion in claims.
The core ruling was simple: tariffs of that kind can only be imposed by Congress, which forced the rollback of the previous framework. Reuters also reported that

MicroStrategy continues to increase its holdings after purchasing an additional 34,164 BTC worth approximately $2.54 billion, at an average price of around $74,395 per BTC

Local altseason?
If you look back at the market from the February lows, when we were calling for BTC buys at $60K and saying it was already time to start looking at alts - while many thought that view was crazy - the market did end up giving us a small altseason.
A large share of alts, roughly across the top 200, gained around 20-40% over that period, while BTC added 25%. Given the market backdrop, those were solid moves and more than enough to make good money. Yes, this is not the kind of altseason where everything does huge multiples, but let’s be honest - the market we had before is not com

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Hyperliquid daily revenue reached $5 million for the first time since early February.
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Kraken is acquiring the derivatives exchange Bitnomial for $550 million.
This purchase gives Kraken a licensed infrastructure regulated by the CFTC, which would have taken years to develop, as Bitnomial is the only crypto platform in the US holding three licenses: exchange, clearing, and FCM broker, with the deal conducted through the parent company Payward.
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👀 The market cap of tokenized U.S. Treasuries has recently crossed $13 billion.
Anyone on the internet can now lend funds to the U.S. government.
Because of this, the U.S. is likely to embrace tokenization out of clear economic self-interest.
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