ConocoPhillips trims production outlook as Iran war disrupts Qatar LNG operations By Vallari Srivastava A screen displays the logo for ConocoPhillips on the floor of the NYSE in New York A screen displays the logo for ConocoPhillips on the floor of the New York Stock Exchange (NYSE) in New York City, U.S. ConocoPhillips' annual output forecast cut by about 20,000 boed QatarEnergy expects restart this year, but ConocoPhillips executive says delays could extend into 2027 opens new tab on Thursday forecast lower annual output after the shale producer excluded Qatar from its near-term outlook, citing disruption to its liquefied natural gas operations in the country due to the U.S.-Israeli war on Iran. ConocoPhillips is a partner in QatarEnergy's LNG export plant, one of the world's largest producers of the superchilled gas. Iranian attacks on the facility had knocked out about a sixth of Qatar's LNG export capacity. REUTERS
Seasonal trends favor bulls even as bitcoin ends April in a defensive mood $BTC Bitcoin is consolidating below recent highs, but historical seasonality, bullish ETF inflows and supportive equity markets point to a potential upside bias in May 2026. Still, rising bond yields, especially the U.S. 30-year hitting 5%, and geopolitical risks tied to the Iran conflict and energy prices pose significant macro headwinds for bitcoin and other risk assets. A looming bullish crossover of bitcoin’s 50-day and 100-day moving averages signals strengthening momentum, though past instances show such patterns can fail in weaker market environments. $BTC $ETH
Strategy $MSTR CEO Phong Le said, "If we could take 1% of $300 trillion credit universe that'll triple AUM of #Bitcoin and triple price of BTC to $230,000 just with digital credit."
"We could take 1% of the credit market. It's not a lot. That's all I'm asking for in five years." $BTC 🔥
Bulls want bitcoin back above $80,000. Macro says not so fast.
pulled back to $76,500 from above $79,000 earlier this week, stalling the rally from late-March lows below $65,000. Those expecting a swift return to form may want to take note that recent economic releases do not support a big bullish move.
The most important is the University of Michigan’s Survey of Consumers, which showed the consumer sentiment index falling to an all-time low of 49.8 this month, largely driven by inflationary pressures tied to the Iran conflict. $NOM $SOLV $BROCCOLI
Charles agrees even more than me’: Trump declares Iran will ‘never’ have a nuclear weapon.
US President Donald Trump has commented on the war in Tehran during the White House state dinner and said Iran has been “militarily defeated”. “We are doing a little Middle East work right now, too, if you might know, and we’re doing very well,” he said. “We have militarily defeated that particular opponent, and we’re never going to let that opponent ever. Charles agrees with me even more than I do. We are never going to let that opponent have a nuclear weapon.” SKY news $API3 $NOM
'Crypto Godfather' says bitcoin has not reached its bottom and a new all-time high is off the table for 2026. The early bitcoin investor and author of Bitcoin Supercycle says bitcoin needs to drop to about $57,000 sometime in October before beginning its ascent. A market analyst disagrees.$BTC Michael Terpin, an early bitcoin investor and often called the 'Crypto Godfather,' argues that bitcoin has not yet bottomed and predicts a low near $57,000 in October, with no new all-time high likely this year. His view contrasts with analysts who see February’s roughly $60,000 low as the start of a new bull run, citing strong ETF inflows and bitcoin’s resilience amid geopolitical tensions and higher oil prices. Other analysts are split, with some warning that tight liquidity, high interest rates and the absence of full capitulation or extreme pessimism suggest further downside, while others say institutional adoption could still push bitcoin to a record high this year. source Coindesk $BTC
Trump reviews peace plan; UN calls for Hormuz to reopen US President Donald Trump’s national security team is reviewing an Iranian peace plan to halt the war and open the Strait of Hormuz, while postponing talks on its nuclear programme. Iran’s Foreign Minister Abbas Araghchi meets Russian President Vladimir Putin in St Petersburg and says Tehran is considering a US request to restart negotiations. By Aljazeera English $ORCA $ZAMA
Targeted blockade' on shipping in Hormuz Strait only covers Iran: Rubio $BTC Washington frames blockade as pressure on Iran’s toll system, not commerce. Marco Rubio, US Secretary of State, has defended maritime interdiction measures by saying the action is not aimed at global commerce but specifically at vessels linked to Iran. In an interview with Fox, Rubio accused of exploiting its geographic position to control and profit from traffic through the Strait of Hormuz. $ORCA $APE source GULF NEWS
$BTC The markets are still shaping up for more upside, and it's still holding crucial levels. It seems the $BTC we'll tuch $85-88K in May and correct/consolidate from there. $BTC
$AMP : Washington freezes $700M linked to a Chinese network Washington strikes hard against illicit crypto networks. US authorities have blocked 700 million dollars linked to a Chinese scam network in Southeast Asia. Meanwhile, Tether froze 344 million dollars in USDT on two Tron wallets that Washington links to Iran. Between fake investment sites, “pig butchering” scams, and sanctions evasion, the United States tightens the noose on suspicious digital flows. $PROM $PENGU
$CHIP .Iran has loaded 4.6 million barrels of oil despite a US blockade, and the market for crude oil reaching an all-time high by April 30 sits at 1.1% YES, down from 2% just 24 hours ago.$PROM The Crude Oil All Time High by April 30 market has halved its odds over the past day. $BTC . Daily USDC volume in the market is $2,513, and it takes just $695 to move the price 5 percentage points, making this a thin market where small orders can cause noticeable shifts. The largest price move in the past 24 hours was a 1-point spike. #CrudeOilWTI