The pause in attacks until the November 3 midterms is the catalyst for the next leg up in risk assets, including bitcoin, US small caps and long-dated Treasuries. x.com 

An accelerated IEA emergency oil release could ease inflation pressure and help turn markets, including bitcoin, around. Strong Meta earnings showing AI returns or a softer Fed outlook on further hikes could also calm risk assets. Bitcoin may see another quick selloff first, but it looks capable of holding $80K through the next few days; holding there would suggest much of the fear is priced in. x.com 

The US-Iran war, inflation fears and rising bond yields make Bitcoin's run to $100,000 much harder. A target that once seemed achievable now looks impossible in 2026. x.com  x.com 

Bitcoin's break above $85K looks like a coiled spring, but confirmation depends on real demand. The rally is macro-driven, tracking easing oil and US-Iran diplomacy hopes after a selloff to about $74.9K. The key test is about $86K, the average cost basis of US spot bitcoin ETF investors; over $750M of liquidations, mostly shorts, helped the move. Holding $86K with positive ETF inflows and contained oil and yields would be constructive, and a September-October bottom fits the four-year cycle. … Show more

Bitcoin is heading toward $77K from $74K after President Trump said the Strait of Hormuz will remain open under an Iran agreement whose final details are to be announced shortly, per a post the author quotes. x.com 

The Iran war points to higher oil, higher inflation and higher rates, which mean lower gold and lower bitcoin. x.com 

Bitcoin and crypto are showing bull-market resilience, holding up relatively well despite a stock pullback, the Iran war and plenty of macro uncertainty. GCR's rule is that it is a bull market when bad news fails to sink prices, and that kind of resilience is usually a bullish sign. The bull run still looks to be in its early stages. x.com 

Crypto prices should head higher because the market has already priced in geopolitical risk. Bitcoin, ether and other major tokens barely moved on news of Iran attacking Israel. x.com 

US large caps, small caps and bitcoin face a sharp risk-off event if crude oil makes one more push to a new high, dragging the dollar and yields higher. Despite the ceasefire extension, the oil market remains pessimistic about the Strait of Hormuz reopening. x.com 

Bitcoin and Ether are rising as markets price in peace, with a US-Iran agreement reportedly set to be signed June 19 in Switzerland. Bitcoin is back above $65K, up 11% from recent lows, and Ether above $1,700, up 15%, as over $206B flowed back into crypto in 10 days. Asian markets added over $1 trillion and oil is falling, with Brent down more than 12% in a week as traders price out the geopolitical risk premium. Risk-on is back. x.com