Postaus

further upside in Bitcoin gets a modest tailwind if Oman and Iran turn their proposed Hormuz corridor into sustained shipping recovery, keeping oil and Treasury yields lower. traffic was still 5 commodity-vessel transits versus a 10-day average of 15, so failed implementation or renewed attacks can restore the oil premium and the macro headwind. the rally still lines up better with $2.57b of #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest