Last night, the hacker friend apparently knows technical analysis too. He didn’t just randomly drop the market—he went straight to touch the EMA200. :) At least lower it a little so we don’t get suspicious. Isn’t this much technical precision a bit too much? These are certainly curious coincidences… https://t.co/Z7LmU3Kvyj

It looks like it will be a great post.

The issue is not interest rates—it’s why interest rates have remained so high. Last week, in my view, the real story wasn’t on the stock exchanges but in the bond market. U.S. 10-year yields rose above 5%, reaching levels not seen since 2007. Yet global equity markets managed to stay just a few points below their peaks. So for now, we’re seeing a period not of risk-off sentiment, but of rising risk pricing. I’m paying particular attention to oil. One day there’s news of negotiations between Iran and the U.S.; the next day, expectations are dashed—and Brent crude moves back above $100. The U.S. has now responded to Iran’s plan, which includes reopening the Strait of Hormuz, but the sequencing of steps each side will take remains the core point of disagreement. I believe the equation is simple: If oil stays high, inflation stays high; if inflation stays high, bond yields stay high; and if yields stay high, the dollar can remain strong. One link in this chain must break. On the U.S.-China front, no major breakthrough emerged from the Trump-Xi meeting; the trade truce was extended by only two months. Therefore, I don’t believe it’s sufficient to focus solely on the $BTC or Nasdaq charts in the coming period. My radar is focused on the chain: US10Y → DXY → OIL → VIX. The market isn’t panicked yet. What I’m truly curious about is how much longer it can withstand such elevated financing costs without becoming fearful.

Pro Wallets matter 👀

77k ($BTC EMA50) 👀

💛GM💛 One of humanity’s greatest talents is spending hours worrying about events that haven’t even happened yet. And more often than not, the scenarios we imagine never come to pass. Clearly, our minds are quite creative. Wouldn’t it be great if we used that creativity a little more for positive possibilities? 😄

💛GM💛 Sometimes, when people count what they don’t have, they forget the value of what they already possess. Yet, the most beautiful thing about life is that not everything can be measured. A friend’s call, an unexpected piece of news, a sincere smile… It’s beautiful that some gains can’t be expressed in numbers.

Last week was significant for markets. The Fed raised interest rates, bond yields rose, and the dollar strengthened—but we did not see a sharp sell-off in risk assets as might have been expected. This week, however, the real question begins: Will money exit the market entirely, or will it simply shift positions? High interest rates and a strong dollar naturally make liquidity more selective. On one side, bonds offering safe returns; on the other, equity markets, gold, and crypto still striving to hold their ground. In Turkey, this has been compounded by FT’s spotlight on the country’s fund crisis. It’s too early to say whether this will evolve into a systemic issue, but for foreign capital viewing Turkey from afar, the concept of “trust” has undoubtedly become more important. I see a greater likelihood for the remainder of the year not in a major crash, but in a more selective movement of capital, punctuated by occasional sharp transitions. Therefore, it’s not enough to track prices alone—you must also monitor the direction of the dollar, bond yields, and liquidity. Because sometimes, it’s not price that leads the market’s direction—but where the money is going.

“Growing together is better than growing first and coming together later.” We may all have different ideas, different expectations, and different ways of looking at things. But what brings us together is a shared vision and the effort we put into making it a reality. That’s what makes a community strong. Different minds, different talents, all working towards something bigger than themselves. And that’s exactly the spirit behind the ecosystem we’re building. Creating together, growing together, and sharing the value we create along the way. Because at the end of the day, it’s not just about how high we rise, but how much stronger we make each other and how far we can go together.

💛GM💛 A new week has begun. Let’s give ourselves a small challenge this week. Let’s change something we’ve been complaining about, and let’s get a little less frustrated about something we can’t change. If we can do both, we’ll have leveled up in personal growth. 😄 Have a wonderful week, everyone.