@alexanderelorenzo: Trump said five words that dropped the price of oil before lunch and added trillions to the bond market. The same five words are about to reverse the entire crypto bear market. He said we're in the final stages. He was talking about Iran. The second he said it, Treasuries surged, crude oil collapsed, and the entire macro picture flipped from this is war forever to the war is almost over. Thursday morning, Iran's foreign ministry confirmed it was reviewing Washington's latest position. Two Chinese supertankers and a South Korean vessel transited the Strait of Hormuz. Traffic through the strait this week roughly doubled the week before. Here's the chain reaction. When Iran is at war, oil spikes. When oil spikes, inflation stays sticky. When inflation stays sticky, the Fed cannot cut rates. When the Fed cannot cut, money stays expensive. When money stays expensive, risk assets like Bitcoin and Ethereum bleed out or trade sideways. That is exactly what has been happening for the past 90 days. ETF outflows just hit $400 million in a single session. Most people see weakness. This is the cost of admission. Because the chain runs in reverse. Iran deal lands, oil drops, inflation eases, the new Fed chair cuts rates, Treasury yields fall, and the liquidity floods right back into the assets that were getting eliminated. Trump told reporters this can go quickly or it can get nasty. Either way the standoff cannot stay. Qatar, Saudi Arabia, and the UAE are actively pushing for a deal. Pakistan's army chief is in Tehran trying to push the framework over the line. The world is watching the war. We're watching the pivot. Pair that with the Bitcoin halving timeline and the second half of this year looks like an accumulation phase for serious cryptocurrencies. Follow for the next breakdown.

alexanderelorenzo

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Monday 25 May 2026 13:26:09 GMT