Crypto Morning Brief – May 11 伊朗 Middle East Tensions Accelerated Institutionalization in the RWA Sector BTC Aiming for $100K Key Highlights Today: Middle East tensions and Trump’s tough stance: Trump bluntly stated Iran’s response is “completely unacceptable.” Geopolitical unpredictability remains the primary driver of short-term market fluctuations. RWA and institutional derivatives booming: BlackRock filed for a new tokenized fund, with the sector’s annual growth rate hitting 200%. CME plans to launch BTC volatility futures, offering institutions increasingly diverse hedging tools. Security warnings and token unlock pressure: LayerZero admitted to a vulnerability causing a $292M incident. This week, AVAX, STRK, and other projects face significant unlocks, putting liquidity to the test. AI Agents and payment infrastructure: PayPal and Google executives reached a consensus that the era of AI agents will heavily rely on crypto payment infrastructure.