Bitcoin Weathers Market Tour while Israel strikes Iran

By Francisco Rodrigues (at any time and unless otherwise indicated)

Cryptocurrencies have slipped as Israeli air strikes on Iranian nuclear and missile sites have made a global feeling and sent investors fleeing risk assets.

The Coindesk 20 index (CD20), a measure of the wide cryptography market, lost 6.1% over 24 hours, and Bitcoin (BTC), considered by some as a paradise investment, dropped by 2.9%. Gold Futures, a more traditional refuge, increased by 1.3% of their closure.

Israeli Prime Minister Benjamin Netanyahu said the night attack, which also aimed at the main Iranian military leaders, was aimed at reducing the nuclear program and the missile capacities of Iran. Iran, which has repeatedly called for the destruction of Israel, responded by launching 100 drones of suicide towards Israeli territory, although a more concerted reaction is planned.

The strike occurred less than 24 hours after the International Atomic Energy Agency said that Iran did not comply with the enrichment limits of uranium. The United States said it was not involved in the attack, which killed some of the Iranian military leaders.

Climbing has seen risk assets at all levels. The Japan Nikkei dropped by around 0.9%, the US index contracts dropped by 1.2%and the Euro Stoxx 50 lost 1.35%. US crude crude oil contracts, on the other hand, increased by more than 6% to $ 73, with a gross gross of 14% at a given time. Gold increased $ 3,445 per ounce, approaching its top of all time.

The decreases of pointed cryptocurrencies were expelled earlier in the week on the back of ETF approval speculation. Solana soil

In particular, had rallied on the reports that the SEC asked the ETF issuers to update their S-1 deposits, potentially accelerating the launching calendar. Soil is down almost 9.5% in the last 24 hours.

“Over the next day, reports have surfaced that the SEC asked Solana ETF issuers to update S-1 deposits, triggering a net rally in soil,” said Jake Ostrovskis, an over-the-counter merchant in Wintermute, Coindesk.

“Bloomberg ETF analysts, Eric Balchunas and James Seyffart, remain optimistic, attributing a probability of approval of 90% by the end of the year, with potential approvals to come from July or within three to five weeks depending on the updated deposits,” said Ostrovskis.

Consequently, he said, the market is “now relatively under-exposed to the ground and related assets, which makes the current configuration particularly interesting to look at”.

Despite optimism and growing entries in ETF Crypto Spot, BTC funds collected $ 939 million on the date and ETH when seeing $ 811 million in net entries, investors are now focusing on the Middle East.

Polymarket traders weigh 91% like Iran ripposte against Israel this month, while the perceived chances of US military action against Iran increased from only 4% to 28%. Stay vigilant!

What to look at

Crypto
- June 16: 21Shares performs a division of sharing 3 for 1 for Ark 21Shares Bitcoin Etf (ARKB); Ticker and Nav remain unchanged.
- June 16: exchange B3 of Brazil launches contracts on the USD ether (0.25 ETH) and Solana (5 soil), approved by the securities regulator of Brazil, the Camisão de Valore Mobiliários (CVM) and the Nasdaq indices.
Macro
- June 15-17: G7 2025 Summit (Kananaskis, Alberta, Canada)
- June 17: The US Senate will vote on the final adoption of the bill by guiding and establishing national innovation for American stablecoins (the Genius Act of 2025).
Gains (Estimates based on facts)
- June 23 (TBC): Hive Digital Technologies (Hive), post -marketing, $ 0.12

Token events

Governance votes and calls
- Arbitrum DAO votes on a proposal for the launch of DRIP, an incentive program of $ 80 million targeting specific DEFI activity. Managed by a committee led by the Foundation, DRIP would directly reward users and allow the DAO to arrest it by vote. The vote ends on June 20.
Unlocking
- June 15: Starknet (Strk) to unlock 3.79% of its food in circulation worth $ 15.04 million.
- June 15: SEI (SEI) to unlock 1.04% of its food in circulation worth $ 9.70 million.
- June 16: Arbitrum (ARB) to unlock 1.91% of its food in circulation worth $ 31.28 million.
- June 17: ZKSYNC (ZK) to unlock 20.91% of its supply in circulation worth $ 37.26 million.
- June 17: Apecoin (APE) to unlock 1.95% of its food in circulation worth $ 10.43 million.
Token launches
- June 16: advised deadline to untie Stmatic in the context of Lido on the Polygon Sun Such process ends
- June 26: Coinbase to delimit the mobile helium (mobile), rendering (RNDR), ribbon financing (RBN) and Synapse (SYN).

Conferences

Positioning of derivatives

The open interest (OI) in the best derivative places has experienced a clear reset.
After peaked over $ 55 billion on June 12, the OI total fell to a hollow of the month of $ 49.31 billion, according to VELO data.
Binance has lost more than $ 2.5 billion during the night, in parallel with a large risk reduction through OKX, Parbit, Diwibute and Hyperliquid. The withdrawal unrolls a large part of the regular construction seen earlier this month.
The positioning of the options has also become more defensive, with drunken data showing the BTC and Put / Call reports of ETH climbing respectively to 1.28 and 1.25.
While rising strikes like $ 140,000 (BTC) and $ 3,200 (ETH) still have a great appeal interest, the majority of the June 27 exhibition remains out of money. The change suggests growing downward protection demand alongside the persistent increase option.
Funding remains largely negative, in particular through altcoins. The ETH is at –7.99% on the drunken and the BTC at –1.06%. Net discounts persist for dowry (–15.2%), link (–15.1%) and 1000Shib (–44.5%).
The media threshing (+ 8.27% on the hyperliquid) and Aave (+ 9.95% on parbit) are among the rare to show long biases.
Despite $ 1.16 billion in Liquidations on Tuesday, the lever effect remains high. Coinglass data show that 90% of liquidations come from long. Since June 13, Bitcoin Liquidation Highmaps has highlighted up to $ 84 million in long OI between $ 102,000 and $ 104,000. These levels remain not turned, but could amplify the drawbacks if they were raped.

Market movements

BTC is down 1.08% from 4 p.m. HE Thursday at $ 104,889.07 (24 hours: -2.42%)
ETH is down 4.48% to $ 2,523.28 (24 hours: -8.81%)
Coindesk 20 is down 3.2% to 3,007.21 (24 hours: -6.04%)
The CESR ether composite pace is unchanged at 3.11%
The BTC financing rate is 0.0018% (1.9776% annualized) on Binance

Dxy is up 0.44% to 98.35
Gold’s term contracts increased by 1.25% to $ 3,445.00
Silver term contracts increased by 0.47% to $ 36.47
Nikkei 225 closed 0.89% to 37,834.25
Hang Seng closed 0.59% to 23,892.56
FTSE is down 0.38% to 8,851.53
Euro Stoxx 50 is down 1.37% to 5,287.21
Djia closed Thursday up 0.24% to 42,967.62 Thursday
S&P 500 closed 0.38% to 6,045.26
The composite of the Nasdaq closed up 0.24% to 19,662.48
The composite S&P / TSX closed up 0.35% to 26,615.75
S&P 40 Latin America closed 0.30% to 2,617.09
The 5 -year American treasure rate is unchanged at 4.365%
E-Mini S&P 500 Term contracts are down 1.16% to 5,979.50
The term contracts on the NASDAQ-100 E-Mini are down 1.42% to 21,621.50
The industrial average index E-Mini Dow Jones is down 1.18% to 42,483.00

Bitcoin statistics

BTC dominance: 64.77 (0.70%)
Ethereum / Bitcoin ratio: 0.02412 (-3.52%)
Hashrate (Mobile average at seven days): 928 EH / S
Hashprice (spot): $ 52.43
Total costs: 4.86 BTC / 508 710.78 $
CME Futures open interest: 150 705 BTC
BTC at the price of gold: 30.6 oz
BTC vs Gold Bourse Capt: 8.66%

Technical analysis

Ether continues to cope with resistance to the daily control block, the price lowering below the summit on Monday as tensions increase in the Middle East.
Earlier in the day, he briefly exchanged below Monday before recovering this level.
A daily fence above the lowest on Monday of $ 2480 – aligned on the 200 -day exponential mobile average, which has served as key support since May – would be an encouraging sign of force.

Cryptographic actions

Strategy (MSTR): closed Thursday at $ 379.76 (-1.9%), -2.63% at $ 369.78 in pre-commercialization
Coinbase Global (corner): closed at $ 241.05 (-3.84%), 2.1% at $ 236
Circle (CRCL): closed at $ 106.54 (-9.1%), + 1.32% at $ 108.1
Galaxy Digital Holdings (GLXY): closed at $ 26.44 CA (+ 0.08%)
Mara Holdings (Mara): closed at $ 15.82 (-3.24%), 3.41% at $ 15.28
Riot Platforms (Riot): closed at $ 10.21 (-3.22%), -3.33% at $ 9.87
Core Scientific (CORZ): closed at $ 12.14 (-0.9%), -2.55% to $ 11.83
Cleanspark (CLSK): closed at $ 9.71 (-2.61%), -2.99% at $ 9.42
Coinshares Valkyrie Bitcoin Miners Etf (WGMI): closed at $ 19.61 (-1.95%)
Semler Scientific (SMLR): closed at $ 30.74 (-3.09%), -2.41% at $ 30
Exodus movement (Exodus): closed at $ 31.62 (+ 1.74%)