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🚨 The next big move in Crypto may not come from Bitcoin itself — it could come from the Strait of Hormuz. Hormuz is still unresolved. The U.S., Iran, and Oman have made progress in negotiations, but disagreements over shipping routes, transit fees, and passage conditions mean the geopolitical risk hasn’t gone away. And the market is already paying attention. 🛢️ Brent is around $84.95/barrel, showing that traders are still pricing in a risk premium. Here’s why Crypto traders should care: Hormuz tensions → Oil rises → Inflation expectations rise → Fed easing becomes harder → USD & yields rise → Liquidity tightens → BTC & Crypto come under pressure. But there’s another side to the story. If Hormuz reopens sustainably, that geopolitical premium could unwind. Oil could cool, inflation fears could ease, and expectations for monetary policy could improve. That could give $BTC and the broader Crypto market some breathing room. 📈 So right now, I’m not watching BTC in isolation. I’m watching Hormuz + Brent + the U.S. Dollar + Treasury yields + BTC price structure together. ⚠️ The key point: the risk hasn’t disappeared — it’s simply waiting for a resolution. A durable Hormuz agreement could become a positive catalyst for risk assets. A breakdown in negotiations? That could quickly bring another wave of volatility. In this market, sometimes the biggest BTC catalyst isn’t on the BTC chart. 👀 Follow me for more updates on Crypto, macro, and Wall Street. #DailyOrbit