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Exactly—the strongest part of this thesis is that crypto's next move may be driven by macro and policy catalysts rather than technicals alone. 🔑 Three forces to watch 🇺🇸 CPI / Fed Cooling inflation can support expectations for easier monetary policy, which generally improves the liquidity backdrop for risk assets. But the market reaction depends on the details and what yields/DXY do afterward. 🏛️ SEC / CLARITY Regulatory progress could reduce uncertainty and potentially improve institutional confidence. But until legislation actually advances through the required steps, it remains a potential catalyst rather than a guaranteed one. 🛢️ Hormuz / Oil This is the wildcard. A sustained disruption could push energy prices higher → increase inflation pressure → complicate Fed easing expectations → pressure risk assets, including crypto. 👀 Asset-by-asset BTC: watch liquidity and institutional flows. ETH: watch whether it can outperform BTC and attract continued ETF demand. SOL: higher-beta expression of improving risk appetite. HYPE: watch derivatives activity and on-chain momentum. OKB: ecosystem developments could create token-specific strength independent of BTC. 🧠 The key framework CPI → Fed expectations → yields/DXY → liquidity → crypto Hormuz → oil → inflation → Fed expectations → risk assets SEC/CLARITY → regulation → institutional confidence → crypto flows So yes: don't just watch the candles. Watch what is happening underneath them. The chart tells you what the market is doing; macro and policy can help explain why.