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🛢️ Hormuz is about to reopen, and the war premium is drained in one breath · Besente: It is possible to reach an agreement with Iran tomorrow to open the Strait of Hormuz Rubio: progress in the negotiations; Iran's position softens, considering letting Europe into the Strait for mine clearance · WTI intraday-5%, falling back to $74.66; Stoxx600 hit a new high in July Once the oil collapses, the logic of "war = inflation = interest rate hike" becomes loose. Half a month ago, the market was afraid of oil prices pushing up inflation and forcing the Federal Reserve to not cut interest rates. Now this downward catalyst is being dismantled one by one, and risk assets collectively breathe a sigh of relief-half + 6%, Intel + 10%. The only thing that's still pretending to sleep is encryption. $BTC is stuck at 64K, and risk assets do not follow when they rise, but they fall when they fall. This divergence of "following the decline and not following the rise" is the most important signal to focus on now-the narrative favors the bulls, but the price has not caught up. Don't rush to translate macro positives into reasons to buy. We'll wait for $BTC to get its own direction, then we'll talk about whether to follow. Walk to see 🧊$BTC $ETH