1️⃣ Bitcoin loses momentum in its breakout attempt
Bitcoin attempted to break through resistance but quickly retreated back to the $68,000 region.
Ethereum continues to fluctuate around $1,900, remaining largely flat and lacking clear momentum.
This is a familiar state of amplitude compression: energy is gradually accumulating, but the direction remains uncertain.
2️⃣ Michael Saylor: “Buy Bitcoin.”
The message is brief.
A consistent strategy.
3️⃣ Market sentiment is at a state of extreme fear.
The Crypto Fear & Greed Index dropped to 10 points.
The market has been in "Extreme Fear" territory for almost a month.
When emotions are suppressed for too long, drastic changes often occur. The timing is key.
4️⃣ Increased risks in the Strait of Hormuz
WTI crude oil prices rose by approximately 7%, surpassing $76 per barrel.
Meanwhile, gold fell by nearly $300.
When oil rises due to geopolitical tensions but gold falls, it suggests that money flows between assets are diverging, rather than a clear "safe haven" scenario.
5️⃣ Information from Iran
Iranian sources claim to have taken complete control of the Strait of Hormuz and that more than a dozen oil tankers were attacked.
If confirmed, this could significantly alter assumptions about global energy flows.
6️⃣ Circle expands liquidation
Circle has issued an additional 1 billion USDC on Solana in the last 10 hours.
on-chain liquidation is expanding. The question is whether this flow of money will soon be converted into risky Capital .
7️⃣ The Fed maintains a wait-and-see stance.
Neel Kashkari said the Fed remains patient. If inflation cools, there could be one or two more interest rate cuts.
A flexible stance, but data-dependent.
8️⃣ Warning from Donald Trump
Mr. Trump argued that if banks continue to obstruct the regulatory framework for crypto, the industry could "flow to China."
The story of legal competition between nations is becoming clearer.
