Phyrex.Ni
Phyrex.Ni
No extravagance, no waste
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On Monday, the data for $ETH spot ETFs continued to be poor, which was expected since investors chasing rallies and selling during downturns are gradually exiting. However, it is quite similar to Friday's expectations; except for a significant reduction in investors from BlackRock, other institutional investors have not reduced their holdings much.
It's not that other institutional investors have higher awareness, but rather that short-term investors have mostly left. Especially in the past two weeks, Fidelity's investors have been exiting about 5% of their holdings daily, and even now, daily sell-offs are around 1% of the holdings.
Other institutions are even less active. For the market to warm up again, we still need to see the complete resolution of the conflict between the US and Iran.
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Every time it comes to a critical moment, Trump always TACO
Phyrex.Ni
Iran's new Strait of Hormuz management agency has opened an X account and stated that any passing vessels must fully coordinate with the agency; passage without permission will be considered illegal.
The United States believes that Iran's earlier proposal to end the conflict does not constitute a substantive improvement and is still insufficient to reach an agreement.
Iran's new Strait of Hormuz management agency has opened an X account and stated that any passing vessels must fully coordinate with the agency; passage without permission will be considered illegal.
The United States believes that Iran's earlier proposal to end the conflict does not constitute a substantive improvement and is still insufficient to reach an agreement.
Phyrex.Ni
Iran's Fars News reports that Iran has launched a Hormuz Safe shipping insurance platform for the Strait of Hormuz, claiming it can settle payments using Bitcoin
The platform named Hormuz Safe / هرمز سیف has started providing insurance for maritime cargo passing through the Strait of Hormuz. A document obtained by a Fars reporter shows that since the beginning of Ordibehesht month in the Iranian calendar, roughly late April 2026, the Iranian Ministry of Economy has been advancing a plan to "manage the Strait of Hormuz" through an insurance mechanism.
This plan can issue various marine insurance policies and financial liability certificates, with potential revenue exceeding 10 billion USD. Fars also claims that platform rules indicate the related insurance will be settled using $BTC, with cargo confirmed on-chain and a signed receipt provided to the cargo owner.
If implemented, this plan could bring Iran over 10 billion USD in revenue.
On Friday, the poor data for $BTC dragged down $ETH data as well, which wasn't much better; overall, both were about the same. Most short-term investors from other institutions have probably already exited. Although Fidelity is also seeing outflows, the volume has significantly decreased. Other institutions have even fewer outflows. Currently, the largest outflow is from BlackRock, which is understandable since they bought the most during the inflow period, so naturally, they are selling the most now.
In the data from week 94, U.S. investors collectively withdrew 112,492 ETH, a significant contrast to the net inflow of 42,744 ETH in week 93. Traditional investors' interest in ETH has once again diminished considerably.
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Iran's Fars News reports that Iran has launched a Hormuz Safe shipping insurance platform for the Strait of Hormuz, claiming it can settle payments using Bitcoin
The platform named Hormuz Safe / هرمز سیف has started providing insurance for maritime cargo passing through the Strait of Hormuz. A document obtained by a Fars reporter shows that since the beginning of Ordibehesht month in the Iranian calendar, roughly late April 2026, the Iranian Ministry of Economy has been advancing a plan to "manage the Strait of Hormuz" through an insurance mechanism.
This plan can issue various marine insurance policies and financial liability certificates, with potential revenue exceeding 10 billion USD. Fars also claims that platform rules indicate the related insurance will be settled using $BTC, with cargo confirmed on-chain and a signed receipt provided to the cargo owner.
If implemented, this plan could bring Iran over 10 billion USD in revenue.
Recently, I've been discussing with many friends about the advantages of listing US stocks on the blockchain. Many might already know that my general theory is that purely listing US stocks on the blockchain is somewhat pointless; the real user attraction isn't in buying the actual stocks. In fact, using decentralized methods to buy US stocks has quite low trading volume.
The real breakout potential should be in three categories:
The first category is derivatives trading of US stocks, such as leveraged contracts on Nvidia. This indeed has market demand, but it has nothing to do with compliance; it purely depends on market enthusiasm. This is currently the largest demand.
Including my own shorting of WTI, which is done in this way. Traditional brokers can also short, but it's hard for everyone to have leverage. Without leverage, the ceiling for US stocks in the crypto space is limited.
The second category is dividend-paying US stocks. This is not the stock's own earnings; even $MSTR has created $STRC to offer an 11.5% dividend. Of course, tokenizing this has a limited ceiling for me because essentially it's about low-risk long exposure to Bitcoin.
But if it’s high-quality, interest-bearing US stock products, that’s completely different. These are compliant products, regulated, and can offer decent dividends along with good stock growth potential. For example, $SCHD which I introduced last year.
The third category is compliant, deliverable US stock IPOs. Unfortunately, there are still very few of these. Many current IPOs are SPVs or SPV-like structures, which essentially have no delivery capability. But I believe that as regulation improves, such opportunities will increase.
Tonight, I want to chat with everyone about these topics.
RWAlpha.AI 华语
📢 Tonight Space｜5.18 · 8PM (UTC+8)
The next chapter of US stock tokenization: Asset attributes or trading attributes?
@RWAlpha_AI Chief Product Officer - @PhyrexNi deeply dissects the core issue—Does interest-bearing US stocks have the chance to completely replace DeFi yields?
See you at 8pm tonight 👇Link:
✨ Jointly presented by @MetaEraCN @FOMOPayOfficial
I don't know how much time is left for Trump and Iran, but I do know that if things continue like this, inflation in the US will definitely keep rising. If this scenario plays out, the risk markets in the second half of 2026 may not be smooth sailing, especially after Trump's threats. Iran has stated it is prepared for any form of escalation, whether in the Strait of Hormuz or on its own territory.
My first time participating in Hong Kong IPOs, 7 stocks so far, and I haven't gotten any shares 😂
I don't even have the courage to keep trying. With that money, I could probably buy some stocks and earn enough for a simple meal.
Phyrex.Ni
After watching Sister Tree @EvaCmore's introduction, I was planning to participate in the new offerings in ZA, but I found out that China Merchants Yonglong also allows for Daxin, and there are no fees. Moreover, I was already using China Merchants Yonglong when binding my X earnings, and I exchanged Hong Kong dollars to save up.
I think the personal limit is a few million Hong Kong dollars, but I can't remember clearly.
I often say I'm not a good person, but my badness is limited.
About three days ago, I received an inquiry (no price was given, but it was said everything was negotiable). I believe everyone knows the content. I have never used BitMart, nor have I ever had any business cooperation with BitMart. At most, I interacted with a few old partners (who have all left now).
The reason I didn't respond is simple: if there really was a crash or fraud, there's no need to pay anything. I have never accepted a single cent for defending rights, and all my rights protection efforts have nothing to do with my own interests. Those who pay me to defend rights, I am not worthy of.
Also, the so-called "evidence" provided to me did not show any real proof of wrongdoing. I cannot conclude that an exchange has crashed just based on chat records.
Similarly, I have never used @BitMart_zh, so I don't know if there are withdrawal issues or internal problems. No one has mentioned anything to me in private messages. If there were, BitMart has an office in Singapore, and I happen to know where it is.
I strongly support legitimate rights protection and warmly welcome friends who need to defend their rights to contact me, no payment required.
BitMart 华语
These past couple of days for me: 🍉🍉🍉
I was always eating the drama from other exchanges, but today when I woke up:
??? How did I end up eating my own?
Everyone, it’s the weekend, so please don’t FUD 🙏
Don’t spread rumors, don’t believe rumors, and look at all these little essays rationally.
Eat when it’s time to eat, sleep when it’s time to sleep, and make money when it’s time to make money.
Wishing everyone a happy weekend ❤️
When I just started working, I deeply realized that there aren't many people in this world who can help you. Even among close friends, there are few who can truly lend a hand. But there are countless people who dislike you just because they don't like the look of you.
Regarding what Kitty said, I don't completely agree. I recently encountered a situation where even someone with status and influence, if they really lower their pride to target someone, often handle it in a "harmless" way. People who can thrive on both paths are the ones you really can't guard against.
On the other hand, those who truly lack ability cause only limited collateral damage with their so-called scheming, and it's not difficult to make up for it.
Cato_KT
Hearing this might be considered a radical statement, but if you think about it carefully, it is indeed true.
When you hang out with impressive people, at most they look down on you, but they won't mess with you.
However, when you hang out with a bunch of low-level people, no matter how careful you are, they will scheme against you, even going all out to harm you.
Better to endure disdain from the wise than to get entangled with the worthless.
This passage reminds me of an old saying: "A tree that stands out in the forest will be blown down by the wind," but what if the tree stands out in a grove? Could it then blend in and rely on each other?
