Sensei's Morning Forecast: WLFI Launch, Russia-China Pipeline, Tariff Risks

WLFI's launch ripples through DeFi, while Russia realigns gas trade, Revolut soars, America dominates Bitcoin Asia, UK energy falters, and Bessent braces for a tariff ruling.

👀 Today’s Key Stories at a Glance

• 🇷🇺 Russia & China Lock In Pipeline Pact - Gazprom and CNPC signed a 30-year mega gas deal, pivoting Russian energy east and weakening LNG markets.

• 🏦 Revolut Soars to $75B Valuation - Employee share sale at record valuation signals fintech maturity as profits surge and IPO buzz builds.

• 🇺🇸 America Steals the Show at Bitcoin Asia - Eric Trump and Bitmain dominate Hong Kong summit, cementing U.S. political and industrial crypto clout abroad.

• 🇬🇧 North Sea Tiebacks Extend UK Energy Lifeline - UK operators fast-track stranded oil via tiebacks as offshore decline raises import dependency to 80% by 2030.

• 🇺🇸 Bessent Preps Tariff Backup Amid Court Battle - Supreme Court could redefine tariff power; Bessent frames trade as emergency while drafting fallback legal routes.

• 🪙 WLFI Token Drops Post-Launch Despite Hype - Trump-backed DeFi token opens big, then slips as governance-only utility tempers valuation and trading frenzy cools.

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🧠 One Big Thing

WLFI, the Trump-family-backed DeFi governance token, shed up to 50% on launch day, despite listing on top-tier exchanges and claiming a $6–7B market cap.

💰 Money Move of the Day

When a token’s only utility is governance, it trades on narrative. That means price moves can be sharp, sentiment-driven, and short-lived—especially when major unlocks or insider wallet rumors are in play. Understanding what you own (and what you don’t) is a core skill.

📊 Market Snapshot

Cryptocurrencies:
Bitcoin (BTC): $110,141 (▲ +0.82%)
Ethereum (ETH): $4,382 (▲ +1.55%)
XRP: $2.81 (▲ +1.73%)

Equity Indices (Futures):
S&P 500 (SPX): 6,413 (▼ -0.90%)
NASDAQ 100: 23,253 (▼ -0.89%)
FTSE 100: 9,155 (▼ -0.47%)

Commodities & Bonds:
10-Year US Treasury Yield: 4.289% (▲ +1.35%)
Oil (WTI): $66.27 (▲ +1.69%)
Gold: $3,485 (▲ +1.10%)

🕒 Data as of UK (BST): 12:08 / US (EST): 07:08 / Asia (Tokyo): 20:08

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✅ 5 Things to Know Today