Corporate treasuries are aggressively accumulating BTC while stablecoin flow remains neutral; Greed at 62 and energy-driven macro tension create a selective, institutional bid under a fragile risk regime.
KOSPI recovery and persistent risk appetite offset negative headlines from an Iranian bounty escalation and a $75M DeFi exploit; neutral stablecoin flows imply consolidation and rotation before the next directional impulse.
Global macro sentiment remains fragile as markets gear up for Fed minutes and PMI data, while crypto faces a neutral capital flow backdrop and Fear-driven positioning. Institutional flows bifurcate between AI-adjacent equity exposures and cautious digital asset underwriting.
Extreme Fear grips markets amid geopolitical tensions and tech sector weakness, while stablecoin flows remain neutral. BTC shows resilience near $65K but selling by long-term holders suggests caution. Institutional focus shifts to AI debt sustainability and tokenized securities milestones.
