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🛢️ Hormuz Reopening? The War Premium Is Evaporating Fast Reports of progress in Iran-related negotiations have pushed oil sharply lower, and markets are reacting immediately. 📉 WTI dropped about 5% intraday. 📈 European equities extended to fresh highs. 🚀 Risk assets are breathing easier as the "war → inflation → higher-for-longer rates" chain starts to weaken. A few weeks ago, the fear was that rising oil would keep inflation elevated and delay Fed cuts. Now that pressure is easing, and equities are responding positively. But crypto is telling a different story. 🟠 $BTC remains stuck near 64K. That's the divergence that matters: • Stocks are reacting to better macro. • Bitcoin is not yet confirming the move. • Risk appetite is improving, but crypto participation is still cautious. This is why I wouldn't automatically translate macro good news into a crypto buy signal. The narrative has improved, but price has not followed through yet. What I want to see first: ✅ A decisive break from the current range. ✅ Stronger volume. ✅ Continued ETF and institutional support. Until then, patience matters more than prediction. Let $BTC show its hand before forcing a trade. 📊 Sometimes the most important signal is not what rallies—it's what doesn't rally when conditions improve. Not financial advice. DYOR. #Bitcoin #BTC #Ethereum #ETH #Crypto #Macro #Oil #Fed #RiskAssets #Trading