Innlegg

The market is paying too much attention to US–Iran headlines, while the bigger macro signals may be elsewhere. 📌 Strait of Hormuz developments 📌 Brent crude prices 📌 US CPI 📌 Treasury yields Higher oil prices don’t automatically mean $BTC has to fall. The bigger issue is whether sustained oil strength feeds into inflation and forces the Fed to keep a more hawkish stance. For crypto, CPI and the market’s reaction in US Treasury yields could matter far more than the geopolitical headlines themselves. #CPIToResetFedBets #HormuzDealUnresolved #AIInfraEarningsWatch