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taishiro
Until then, BTC’s reaction may be more about positioning and sentiment than a genuine shift in macro conditions.
I’d rather see BTC reclaim $80K and hold it after the initial news-driven move than chase a relief rally that could fade as quickly as it started.
#USIranHormuzTalks
taishiro
Oil is becoming a macro driver for Bitcoin, not just an energy story.
A sustained drop in crude could ease inflation fears and reduce pressure on rate expectations, giving risk assets room to recover.
But one headline about peace talks is not enough to price in lasting relief.
The real signal is whether Hormuz reopens, energy flows normalize, and oil stays lower.
#USIranHormuzTalks
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