Odaily’s latest morning roundup collected a series of market and crypto industry developments. Tom Lee said that while war has made investors uneasy, the U.S. economy can still achieve a V-shaped recovery. Another item noted that storage chip stocks have fallen more than 20% in recent weeks, with their underlying investment logic facing reassessment. Grayscale said Ethereum, Solana, BNB Chain, Avalanche, and Canton Network could benefit from stock tokenization. In infrastructure news, the Sui Tunnels AI agent experiment set a record with actual TPS reaching 6.086766 million. Metaplanet, which holds 43,000 BTC, is studying digital bonds backed by Bitcoin. Elsewhere, Robinhood Chain’s single-day DEX trading volume surpassed Solana. On the security side, a Russian man was kidnapped in Bali, held for 30 hours, and forced to hand over his crypto accounts, while Hedera-based lending protocol Bonzo Finance suffered an oracle attack with losses of about $9 million.
Market and industry updates
Odaily’s morning bulletin said Tom Lee believes the U.S. economy can still post a V-shaped recovery, even as war has left investors worried. It also said storage chip stocks have dropped more than 20% over the past few weeks, and the thesis behind the sector is being reassessed.
Tokenization and chain developments
Grayscale said Ethereum, Solana, BNB Chain, Avalanche, and Canton Network stand to benefit from stock tokenization. In a separate item, the Sui Tunnels AI agent experiment set a record, with actual TPS reaching 6.086766 million.
Bitcoin and trading activity
Metaplanet, which holds 43,000 BTC, is studying digital bonds backed by Bitcoin. Robinhood Chain also posted single-day DEX trading volume above Solana.
Security incidents
A Russian man was kidnapped in Bali, held for 30 hours, and forced to hand over his cryptocurrency accounts. Hedera ecosystem lending protocol Bonzo Finance was hit by an oracle attack, with losses estimated at about $9 million.
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