TLDR - Daily Market Report #650

AI stole the spotlight this week. OpenClaw founder joins OpenAI. Claude ships a more efficient model. The AI arms race is accelerating fast.

Macro tension rising. Gold above $5,000. Silver near $80. U.S.–Iran headlines adding pressure. Midterms ahead. Liquidity still fragile.

Total crypto market cap: $2.4T.

$BTC 68K. MicroStrategy still buying. Banks slowly integrating exposure. ETF flows mixed. Long-term adoption intact.

$ETH 1,981. Feels like a stablecoin. Sideways phases are where positioning happens, not headlines.

$XRP 1.40. Hedge narrative still alive.

$BNB 612. Stabilized after outflows.

$SOL 82. More launchpads, more token factories. Attention dilution is real.

$DOGE under 0.10. Still the OG meme. Most others won’t survive.

$HYPE 28.9. Dominant perp DEX.

$ASTER 0.70. Chain ambitions. Liquidity fragmentation risk.

Privacy cooled off:

$XMR 328

$ZEC 260

Legacy alt pain continues:

$DOT 1.30

$SUI 0.93

$LTC 55

Unlock wave incoming:

$ZRO and $KAITO over 6% supply unlocking. Billions in token value coming to market. In a bear phase, that matters.

$POL 0.10. Prediction markets driving activity. Polymarket controversy raises insider concerns. Especially with @MrBeast Games where someone has put a insider bet on player 167 that he wins.

Bear cycle exposes weak tokenomics.

But infrastructure keeps building.

Price says pressure.

Adoption says persistence.

The next cycle will reward the survivors.