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🛢️ The war premium is fading as the Strait of Hormuz moves closer to reopening. Recent developments have shifted market sentiment: • Reports suggest an agreement with Iran to reopen the Strait of Hormuz could be reached soon. • Negotiations continue to make progress, with Iran reportedly showing greater flexibility, including discussions around allowing European participation in mine-clearing efforts. • WTI crude dropped nearly 5% intraday to around $74.66, while the Stoxx 600 climbed to a fresh July high. As oil prices retreat, the narrative of "war → inflation → higher interest rates" begins to lose momentum. Just weeks ago, investors feared rising energy prices would keep inflation elevated and delay Fed rate cuts. Now, that headwind is easing, helping fuel a rebound in risk assets. Crypto, however, has yet to fully participate. $BTC remains stuck around $64K. It has been quick to react during market selloffs but slow to benefit when broader risk assets rally. That divergence is one of the most important signals to watch. The macro backdrop is becoming more supportive, but Bitcoin still needs to confirm its own trend. Don't let improving headlines alone become your reason to buy. Wait for price to validate the narrative—then let the market lead the way. $BTC $ETH #EarningsRealityCheck #SpaceXBeatEstimates