#Three most noteworthy things to watch today:


1. Institutional ETF withdrawals continue versus a geopolitical rebound—direction remains unclear. The $4.58 billion 30-day outflow from BTC ETFs is the core driving force, with the Iran missile incident triggering a technical rebound. Don’t chase the rebound; $60,000 is the key long/short pivot level. Only consider entering once ETF outflows begin to slow.
2. The Solana RWA track—an outlier in a bear market. On May 7, there was a net inflow of $716M; Mastercard’s always-on USDC settlement has rolled out, and HYPE has reached a new all-time high. Solana ecosystem RWA tokens are currently one of the few tracks backed by genuine capital inflows, and are worth close attention.
3. The AI big three IPO race—deciding the mid-term valuation anchor for the AI track. Anthropic ($96.5B), OpenAI (Q4), and SpaceX (roadshow on June 12) combined could raise more than $240B in total. The valuation logic for the AI sector will shift from “revenue + users” to “public listing comps,” and AI tokens such as AGIX/FET/TAO will enter a new narrative-driven phase.
BTC1.88%
SOL2.18%
RWA-4.51%
MA-0.9%
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ShainingMoon
· 20m ago
To The Moon 🌕
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ShainingMoon
· 20m ago
2026 GOGOGO 👊
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MasterChuTheOldDemonMasterChu
· 1h ago
Steadfast HODL💎
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MrFlower_XingChen
· 1h ago
To The Moon 🌕
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FenerliBaba
· 1h ago
2026 GOGOGO 👊
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discovery
· 1h ago
To The Moon 🌕
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discovery
· 1h ago
2026 GOGOGO 👊
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ShizukaKazu
· 1h ago
Bull returns quickly 🐂
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ShizukaKazu
· 1h ago
DYOR 🤓
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ShizukaKazu
· 1h ago
Steadfast HODL💎
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