Isabelle Lee

Oil markets are fact-checking the White House claim that the Strait of Hormuz is open and controlled by the US; Brent up 5% to $87 and WTI to $82, signaling that the market is pricing in continued Middle East geopolitical risk and skepticism about the reassurances, keeping oil prices elevated.

CPI data is the last hurdle before big semis; once CPI passes, semiconductors like Nvidia and Broadcom are expected to rally, as stated by a Wells Fargo source.

CPI data is the last hurdle before big semis; once CPI passes, semiconductors like Nvidia and Broadcom are expected to rally, as stated by a Wells Fargo source.

Despite equity market sleepiness and gloom, investors are pouring billions into risky assets, specifically Bitcoin ETFs and high-yield bond funds, which are sucking in massive capital flows. Equities are showing signs of waning popularity relative to these alternatives.

"Crypto-linked stocks are raising as investors speculate bitcoin could be approaching the final days of its recent selloff. Bitcoin is up 5%." Market sentiment is shifting from fear to accumulation in the digital asset space. As the technical selloff exhausts itself, capital will flow back into the underlying asset (Bitcoin) and the infrastructure plays (exchanges/miners) that generate revenue from renewed retail and institutional trading volumes. LONG. The exhaustion of selling pressure provides a tactical entry point for high-beta crypto assets. A broader macro risk-off event driven by the oil shock could force investors to liquidate high-volatility assets for cash.

"Crypto-linked stocks are raising as investors speculate bitcoin could be approaching the final days of its recent selloff. Bitcoin is up 5%." Market sentiment is shifting from fear to accumulation in the digital asset space. As the technical selloff exhausts itself, capital will flow back into the underlying asset (Bitcoin) and the infrastructure plays (exchanges/miners) that generate revenue from renewed retail and institutional trading volumes. LONG. The exhaustion of selling pressure provides a tactical entry point for high-beta crypto assets. A broader macro risk-off event driven by the oil shock could force investors to liquidate high-volatility assets for cash.