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🌙 Night Session Again Brings Volatility — BTC & ETH Under Pressure As the U.S. session begins, geopolitical tensions around the U.S.–Iran situation and the Strait of Hormuz are creating fresh uncertainty. BTC and ETH dropped sharply, while oil remained above $82, showing that geopolitical risk is being priced back into the market. The Hormuz negotiations remain stuck, with both sides increasing pressure rather than reaching a meaningful agreement. A short-term reopening of the strait still looks uncertain. The market impact is straightforward: geopolitical tension → higher oil prices → stronger inflation expectations → fewer rate-cut hopes → pressure on risk assets. If tonight’s CPI continues to show cooling inflation, this pressure could ease. But a hotter CPI could create a double hit from macro and geopolitical risks. For now, there’s no need to guess the direction. Wait for the CPI data and let the market confirm the next move. $BTC $ETH $BZ $CL #AIInfraEarningsWatch #CPIToResetFedBets #HormuzPressureRises