The Strait of Hormuz carries roughly 20% of the world's oil supply.
Iran has now completely disrupted it and Brent crude surged to $115 this morning.
The Fed can't cut its way through a supply shock.
And Bitcoin's entire bull case for 2026 was built on rate cuts coming.

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With the fear index soaring, yet bottoming signals appearing, is Bitcoin nearing its bottom?

Retail investors are leaving the market, while institutional investors are increasing their holdings; Bitcoin may be entering an accumulation phase.

The cryptocurrency market just closed the first quarter of 2026 on a negative note, with Bitcoin recording its sharpest first-quarter decline since 2018, raising concerns about the asset's short-term trend...

Bitcoin prices just experienced their worst first quarter since 2018.

Nearly six months have passed since Bitcoin hit its all-time high. During this six-month decline, almost no known national governments holding Bitcoin have sold off. However, we have discovered a very interesting opposing force: El Salvador vs. Bhutan. Over the past six months, El Salvador's Bitcoin holdings have increased from 6,376 to 7,600, while Bhutan's have decreased from 6,234 to 4,000.

This selling pressure from the Himalayas is not significant, but it is mysterious. Bhutan, a relatively isolated Buddhist country located between China and India, in 1974...

A country that uses 9% of its GDP to gamble on Bitcoin

The rate cut narrative just got body slammed by geopolitics
Bitcoin needs a new thesis or a lot of patience