hamada Zyky

📈 $BTC — strong recovery week
$BTC opened the week at $61K and closed at $65,500 🚀 a solid +7.4% bounce after the brutal crash the week before. This is a two-week high — the market is breathing again, even if cautiously. 👀
🏦 ETF — outflows then a turnaround on Friday
Most of the week continued the bleeding — -$316M in outflows over the first four days, extending the recent negative streak. But Friday changed everything — +$85.9M in net inflows, ending a 5-day outflow streak with the strongest single-day inflow figure in roughly 4 weeks 🟢 BlackRock and Fidelity led the comeback, signaling renewed institutional interest right as the Iran news broke.
🌡️ CPI — in line, but higher than last month
CPI came in exactly as the market expected — no surprise, no panic. But the annual rate accelerated to 4.2%, up from 3.8% the month before — the fastest pace in more than three years. No improvement, inflation still running hot. 😐
🏭 PPI — breaks the relief, the real warning
The day after CPI, PPI hit hard. Producer prices rose 1.1% MoM — well above the 0.7% forecast — pushing the annual rate to 6.5%, the highest since November 2022. Nearly 80% of the increase came from energy, with wholesale gasoline up over 23% in a single month. This is the pipeline — what shows up in PPI today shows up in CPI next month. 🚨
🌡️ CPI: 4.2% YoY — in line, but up from 3.8%
🏭 PPI: 6.5% YoY — highest since Nov 2022, beat forecast
⛽ Wholesale gasoline: +23% in one month
⚠️ Talk shifting from "when will the Fed cut" to "could it hike"
The reflexive bull case after CPI was that the shock is narrow — strip out energy and core inflation looks tolerable. PPI complicated that story. The pipeline is loaded with energy-driven pressure, and that pressure is heading toward consumers next. 🧠
🕊️ iran — the biggest news of the week
This is the story that changes everything. Trump authorized the toll-free reopening of the Strait of Hormuz on June 14, and a formal signing ceremony for a peace deal is set for June 19 in Switzerland 🇨🇭 WTI crude dropped roughly 3.2% to $84.88/barrel on the news — the lowest level in weeks.
🕊️ Hormuz reopening authorized by Trump
📅 Peace deal signing ceremony: June 19, Switzerland
🛢️ WTI dropped -3.2% to $84.88/barrel
📈 Lower oil = lower inflation pressure = better case for risk assets
⚠️ Deal not signed yet — durability still to be confirmed
Lower energy prices reduce inflation pressure and improve the broader macro case for $BTC and risk assets. This is the most consequential potential catalyst of the entire conflict — if the signing on June 19 goes through cleanly. 👀
🔑 week in short
BTC 📈 $61K → $65,500 (+7.4%) — two-week high
🏦 ETF -$316M then +$85.9M Friday — streak broken ✅
🌡️ CPI 4.2% — in line but accelerating
🏭 PPI 6.5% — highest since Nov 2022, hot 🚨
🕊️ Iran — Hormuz reopening authorized, signing June 19
🛢️ Oil $84.88 — sharp drop on peace deal news
A week of two stories pulling in opposite directions — inflation data getting worse (CPI + PPI), but the Iran situation potentially resolving for the first time in 100+ days. If the June 19 signing holds, oil keeps dropping and the inflation picture could finally start improving. FOMC June 16-17 comes first — and now it happens with much better news on the table. Watch both dates closely. 🎯
#etf #cpi #USIranDealConfirmed #DYOR* #PPI

📉 $BTC — the worst week of 2026
$BTC opened the week at $73,500 and closed at $62,000 📉 a brutal -15.6% in five days. During the weekend it tested the $59K major support — a level not seen since early 2026. This is now 51% below the October 2025 all-time high of $126,200. Months of recovery erased in one week. 😶
🏦 ETF — 13 days, $4.4B gone, a historic record
US spot Bitcoin ETFs recorded 13 consecutive days of net outflows from May 15 to June 3, draining $4.4B and flipping 2026 cumulative flows negative for the first time since launch. BlackRock's IBIT alone absorbed $3.3B of the damage. Total ETF assets fell from $104.29B to $82.83B — a $21.46B collapse in three weeks, from redemptions and falling price compounding each other.
One small positive — the streak finally ended on June 5 with a token $3.05M net inflow. Not a reversal — just a pause. But the bleeding stopped for one day. 👀
🔴 13 consecutive days — longest outflow streak in ETF history
🔴 Total drained: -$4.4B since May 15
🔴 BlackRock IBIT alone: -$3.3B
🔴 YTD flows: negative for the first time since launch
🟡 June 5: streak ended with +$3.05M — very small, watch next week
💥 cascade — how it actually happened
The drop wasn't random. It was a chain reaction that had been building for weeks 👇
ETF outflows weakened price → market was overleveraged → Strategy sold $BTC for the first time in 4 years (only 32 BTC but the signal broke confidence) → Mt. Gox moved 10,306 BTC worth $731M → panic spread → $1.8B in leveraged longs liquidated → 272,000 traders flushed → price accelerated to $62K. Long positions made up nearly 90% of all liquidations. The trigger was small. The damage was historic. 🧠
💼 NFP — strong but doesn't help
NFP came in strong this week — but in this environment a strong jobs report is actually bad for $BTC . Strong jobs = Fed keeps rates high = no cuts coming = pressure on risk assets. Strong US employment data pushed expectations for Fed rate cuts further into the future, reinforcing a higher-for-longer rate environment and reducing liquidity in speculative markets. 😬
🛢️ iran — negotiations ongoing, hormuz partially open
The war in Iran continues — day 97+ of the conflict. Negotiations are still on the table but no final deal confirmed. The Strait of Hormuz is now partially open — a small improvement from full closure but nowhere near normal. Oil remains elevated. Until a permanent deal is signed and Hormuz fully reopens, inflation stays under pressure and the Fed stays stuck. 👁️
🔑 week in short
BTC 📉 $73,500 → $62,000 (-15.6%) — worst week of 2026
🛑 Weekend test: $59K major support 👀
🏦 ETF -$4.4B over 13 days — historic record 🚨
💥 $1.8B liquidated — 272,000 traders flushed
💼 NFP strong — bad for BTC in this environment
🛢️ Hormuz partially open — Iran talks ongoing
😰 Market sentiment: risk-off, fear dominant
The 13-day outflow streak ending on Friday is the only small positive of the week. $59K–$62K is now the critical zone to hold. Lose it and there is very little support before $55K. Watch this level closely next week. 🎯
#Liquidations #NFP #dyor #MarketSentimentToday #IranIsraelConflict

📉 $BTC — a month of give back
May opened at $80K, briefly touched $83K — then slowly bled all the way down to close at $74K 📉 Every time $BTC tried to push higher, macro pulled it back. The $80K level that felt so close in early May now looks far again. A month that started with promise and ended with pain. 😶
🏦 ETF — from best to worst month in 4 weeks
April was the best inflow month of 2026 with +$2.44B. May became the worst outflow month of 2026 with -$2.43B — that whiplash in one month tells you everything about how fast institutional sentiment shifted. YTD 2026 cumulative net inflows flipped negative for the first time. The 10-consecutive-day outflow streak was the longest since January 2024. BlackRock's IBIT alone posted a single-day record of -$527M in one session. 🚨
📉 Monthly outflows: -$2.43B — worst month of 2026
🔴 10 consecutive days of outflows — longest since Jan 2024
🔴 YTD net flows flipped negative for the first time
💰 Cumulative total since launch: still $55.66B — long term intact
😰 fear & greed — sentiment reversed
Started May at 50 — neutral. Closed at 35 — fear 😬 The slow recovery built over months is now unwinding. Retail is scared again, institutions are reducing exposure, and the macro environment is giving nobody a reason to be optimistic short term. 👁
📉 macro — three bad trends confirmed
All the data that dropped in May pointed in the same direction 👇
📉 GDP revised down to 1.6% — economy slowing sharply
🌡 PCE at 3.8% — almost double the Fed's 2% target
💼 Jobless claims rising week by week — labor softening
😬 The Fed has no clean tool — cut = inflation worse, hold = economy deteriorates
🏛 fed & regulation — new era begins
Kevin Warsh confirmed as Fed Chair in a historic 54–45 vote — the most divisive confirmation in Fed modern history 🗳 He wants cuts. Inflation says not yet. His first real test: FOMC June 16–17. 👀
Two major regulatory wins this month — the GENIUS Act advanced 69–31 in the Senate and the CLARITY Act passed committee 15–9. The regulatory framework for crypto is slowly being built. Long term bullish even if the market ignored it this month. 🚀
✅ GENIUS Act: Senate 69–31 — stablecoin framework advancing
✅ CLARITY Act: committee 15–9 bipartisan vote passed
🏛 Warsh confirmed — most crypto-friendly Fed Chair ever
📅 First FOMC: June 16–17 — most watched event of the summer
🛢 iran — ships attacked, oil finally dropping
Iran broke the ceasefire by firing on commercial ships. The US Navy retaliated. Both sides accused each other. Hormuz stayed effectively closed all month. But by end of month — oil dropped nearly 20% from 2026 highs on rumors of a 60-day ceasefire extension and partial Hormuz reopening. Brent closed below $91/barrel. Trump had not yet officially approved the terms by month end. 👀
🛢 Oil peak: $107 → closed at $91 (-15% on month)
🕊 Rumored: 60-day ceasefire extension — not yet confirmed
🛑 Hormuz still effectively closed end of May
⚠️ Even if it opens — infrastructure damage means only partial flow
🔑 may in one look
$BTC 📉 $80K → $74K — gave back April's gains
🏦 ETF -$2.43B — worst month of 2026 🚨
😰 Fear & Greed 35 — back in fear
🛢 Oil $107 → $91 — dropping on deal hopes
🏛 Warsh confirmed · GENIUS Act · CLARITY Act ✅
📉 GDP 1.6% · PCE 3.8% · Jobs softening
May was the hardest month of 2026. Everything that could go wrong did. But two things could change June completely — Trump confirming the 60-day ceasefire and Warsh's first FOMC June 16–17. If oil keeps dropping and Warsh signals cuts — the picture flips fast. Stay alert.
#Warsh #Fed #GENIUSAct #CLARITYAct #dyor

📉 $BTC — bearish week, pressure from all sides
$BTC opened the week at $77K and closed at $74K 📉 a clear bearish week driven entirely by macro and geopolitical events. No real technical reason — just the weight of everything happening around us pushing price down. The market has no reason to buy aggressively in this environment. 😶
🏦 ETF — 10 consecutive days of outflows
The bleeding continues. Total net flows for the week hit -$1.416B — bringing the streak to 10 consecutive days of outflows, the longest since January 2024 🚨 This is institutional risk reduction at scale — not panic, but a clear signal that big money is stepping back and waiting for clarity on Iran and the macro picture before reengaging.
📉 Weekly net flows: -$1.416B
🔴 10 consecutive days of outflows — worst streak since Jan 2024
⚠️ Three consecutive weeks of heavy institutional selling
🔴 Total outflow over 3 weeks: nearly -$4B
😰 fear & greed — back in fear
Fear & Greed dropped to 35 — fear territory 😬 after months of slow recovery from extreme fear, the index is sliding back down. The market mood is deteriorating week by week. Sentiment follows price, and price follows macro. Right now all three are pointing in the same direction — down. 👁️
🛢️ iran — ceasefire broken, ships attacked
The situation escalated sharply this week. Iran's Revolutionary Guard fired on a tanker in the Strait of Hormuz, and a container ship was also hit by an unknown projectile. Trump called it a "total violation" of the ceasefire and threatened again to destroy Iranian infrastructure. US forces then fired on and disabled two Iranian oil tankers after exchanging fire with Iranian forces in the Strait of Hormuz overnight. Both sides are now accusing each other of starting it. 😬
🚢 Iran fired on commercial tanker in Hormuz
🇺🇸 US Navy disabled two Iranian tankers in retaliation
💥 Container ship hit by unknown projectile
⚠️ Trump: "total violation" of ceasefire
🕊️ Second round of peace talks — still no date confirmed
🛢️ oil — dropping on ceasefire hopes, volatile
Despite the attacks, oil actually dropped this week on emerging hopes of a deal. Global oil prices tumbled nearly 20% from 2026 highs as investors grew increasingly optimistic on prospects for a long-lasting ceasefire deal between the US and Iran. Brent fell below $91 after reports that the US and Iran had tentatively agreed to extend their ceasefire by 60 days and possibly permit unrestricted shipping through the Strait of Hormuz. 👀
🛢️ Brent crude: ~$91/barrel — down sharply from $107
📉 Oil down nearly 20% from 2026 highs this month
🕊️ Rumored: 60-day ceasefire extension + partial Hormuz reopening
⚠️ Trump has NOT yet approved the proposed terms — not confirmed
🛑 Hormuz still effectively closed — even if opened, it will only be partial
🔑 week in short
$BTC 📉 $77K → $74K — bearish, macro driven
🏦 ETF -$1.416B — 10 days straight, worst since Jan 2024 🚨
😰 Fear & Greed 35 — back in fear territory
🚢 Iran attacked ships — US retaliated — ceasefire fragile
🛢️ Oil ~$91 — dropping on 60-day deal rumors 👀
⚠️ Deal not confirmed — stay cautious
The one potential positive — oil dropping on ceasefire extension rumors. Brent is heading for its biggest weekly drop in two months as markets bet on a 60-day ceasefire extension and partial reopening of the Strait of Hormuz. If confirmed by Trump, oil drops further, inflation cools, and the macro picture shifts. But until Trump signs off — it's just a rumor. Watch this space closely next week. 🎯
#etf #IranIsraelConflict #HormuzStrait #dyor #BTCDROPING