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Good morning everyone, let's see how today's morning report looks!!
The U.S. military's "Spruance" ship fired in the Gulf of Oman. The target was the Iranian cargo ship TOUSKA, 274 meters long, with a tonnage comparable to an aircraft carrier. Six hours of shouting went unanswered, and Trump's exact words on Truth Social were "blow a hole in the cockpit." The Marine Corps boarded the ship, and both the crew and the vessel were seized. This is the first serious action since the U.S.-Iran standoff — not a blockade, not just shouting, but firing.
$PIEVERSE
Iran didn't hold back either. The armed forces spokesperson announced that drones struck several U.S. military ships that day.
The strait is even more chaotic. The Iranian Revolutionary Guard has charted a new route called the "Larak Corridor," from Hormuz Island southward to south of Larak Island. Passage requires permission and fees, with 30% of the effort focused on strengthening military presence and 70% on improving civilian life. It sounds like a toll station, but in reality, it's a sovereignty declaration — this waterway is under my control. Maritime data from Wenward shows that in the past 36 hours, 35 ships turned back. On the 18th, 35 ships passed through; after Iran announced closure, 13 made urgent U-turns, and 4 had already crossed and turned back. On the 19th, the strait was completely closed to traffic.
$RAVE
The crypto market's panic and greed index dropped straight to 27, the lowest in three weeks. BTC fell below 74,000 from 75,000, ETH dropped below 2,300.
The most critical is DeFi. KelpDAO's rsETH cross-chain bridge was hacked, with the hacker minting 116k rsETH out of thin air, worth nearly $300 million. All was deposited into Aave as collateral, borrowing 82k ETH, close to $200 million. Once rsETH lost its peg, the collateral became worthless, and Aave faced bad debt. TVL dropped from 26.4 billion to 20.1 billion, evaporating 6.2 billion in one day — a 31.7% decline. USDT borrowing rates soared to 15%.
$BTC
Sun Yuchen withdrew 65k ETH from Aave five hours before the attack, worth over $150 million, and later deposited it into Spark. Whether by coincidence or as a hedge, who knows.
Three events, one thread. The Gulf of Oman firing, the strait tolls, 35 ships turning back. The panic index at 27, BTC breaking 74,000, and over 116k pulled from Aave in a single day. Geopolitical bullets hit oil tankers; financial bullets hit DeFi; crypto bullets hit retail investors' positions.
#Gate13周年现场直击 #山寨币强势反弹