BUDDATRADER

✴️#crypto #sentiment
The crypto "fear and greed" index has returned to the "extreme fear" level.

An Emirates A380 and a Saudia A321 were attacked by Iranian drones while landing at Dubai International Airport. Israel had previously bombed Iranian airports.

🇺🇸🇮🇷 The market expects a ceasefire between the US and Iran no earlier than May, - JPMorgan.
📊 The probability of a ceasefire, built into market prices, exceeds 50% only in May, and by the end of the year it only increases to about 80%.
🗣 Although Trump has already won repeatedly, he believes that the war will last for several more weeks.

🤔 Tech in the S&P 500 is gradually losing weight
🔎 The share of the technology sector in the S&P 500 has decreased by about 3% over the year after a peak of about 35%. At the same time, the combined weight of Energy and Materials has increased slightly to ~6%, although this is still one of the lowest levels in history.
The gap between the technology and materials sectors is about 26% - one of the largest in more than 30 years.
👀 During the dot-com bubble, a similar situation ended with the decline of Tech's share and the beginning of a multi-year rise of Energy and Materials.

🥇💰 Wall Street is selling gold and silver to retail investors
🛍As of Q2 2025, retail investors have bought over $70 billion in gold ETFs, and these purchases have more than tripled in the last 6 months.
🔽At the same time, institutional investors have sold $1 billion in assets.
🛍Meanwhile, silver ETFs have seen an inflow of $10 billion from retail investors over the past year.
🔽Over the same period, institutions have sold $200 billion in assets.

🇺🇸‼️🇮🇷TRUMP THREATENED TO DESTROY IRAN'S POWER PLANTS IF THE STRAIT OF HORMUZ IS NOT OPENED WITHIN 48 HOURS!

Another Ethereum OG, thomasg.eth, who held $538 million worth of crypto at the market peak in 2021, is now gradually regaining his position.
Yesterday, he bought another $3 million worth of ETH, and in just a week, he has accumulated $19.5 million worth of ETH and staked it on Aave. 0xbilly, whom we've previously written about, also began making similar moves.

🇺🇸[Donald J. Trump] ⨯ We are very close to achieving our goals as we consider winding down our massive military efforts in the Middle East against the terrorist regime of Iran:
(1) Completely destroy Iran's missile capabilities, launchers, and everything else that goes with them.
(2) Destroy Iran's defense industrial base.
(3) Eliminate its naval and air forces, including air defenses.
(4) Never allow Iran to achieve nuclear capability and always be able to respond quickly and powerfully to such a situation should it arise.
(5) Protect our Middle East allies at the highest levels, including

They waited and waited, but nothing came.
From meeting to meeting, the market waited for Powell to finally give the signal and turn on the printing presses.
But against the backdrop of geopolitics, macro data, and tariff wars, everything has taken a turn for the worse—the market now hardly expects a rate cut in the coming year and is increasingly talking about a possible hike.
In other words, expectations have changed dramatically: just recently they were expecting easing, now they're discussing tightening. In this situation, either the bond market is wrong, or the stock market is wrong—and on