๐ Global & Macro: No major macro headlines this hour; market focus remains on institutional crypto strategy and exchange expansion.
๐ฆ RWA & Institutional: Barclays reiterated its Buy rating on Strategy (formerly MicroStrategy) with a $160 price target, signaling continued institutional confidence in its Bitcoin-focused treasury strategy despite market volatility.
โก Crypto & Markets: Tonkeeper rebranded as Keeper and expanded support to seven blockchain networks including Bitcoin and Ethereum, shifting from a TON-only wallet to a multi-chain service. Separately, Gate announced it will support Arc on launch day with exclusive zero-gas transactions to boost user experience and adoption.
๐ก Key Takeaway: Wallet multi-chain expansion and exchange zero-fee pushes point to intensifying competition for user acquisition, while Barclays’ reaffirmation underscores resilient institutional appetite for Bitcoin-linked equities.
RWA