Macro is back in control.
The Hormuz tension isn’t just about oil it’s about liquidity.
Stronger dollar + rising inflation expectations = pressure on risk assets.
$BTC holding ~70K isn’t weakness, it’s positioning.
$ETH lagging shows capital rotating to safety.
When uncertainty spikes, markets don’t chase upside they protect downside.
Watch dominance. That’s where the real signal is.
The Hormuz tension isn’t just about oil it’s about liquidity.
Stronger dollar + rising inflation expectations = pressure on risk assets.
$BTC holding ~70K isn’t weakness, it’s positioning.
$ETH lagging shows capital rotating to safety.
When uncertainty spikes, markets don’t chase upside they protect downside.
Watch dominance. That’s where the real signal is.