Crypto Pulse Media

Téměř 9 milionů BTC – zhruba 45–46 % oběhové nabídky – je aktuálně drženo se ztrátou, což je práh, který historicky předcházel buď násilné kapitulaci, nebo otevření okna akumulace v pozdní fázi cyklu.
Naposledy, co tento ukazatel dosáhl srovnatelných úrovní, byl leden 2023, v troskách kolapsu FTX, kdy následovalo prodloužené konsolidace spíše než rychlé obrácení.
Zda se aktuální nastavení vyřeší stejným způsobem, nebo se rozbije jinak, je otázka, na kterou musí každý trader držící pozici BTC odpovědět právě teď.

Senators Bill Cassidy (R-LA) and Cynthia Lummis (R-WY) introduced the Mined in America Act on March 30, creating a federal certification program for domestic Bitcoin mining operations and codifying President Trump’s Strategic Bitcoin Reserve executive order into law.
The bill targets a structural vulnerability that the industry can no longer ignore: the U.S. controls 38% of global Bitcoin hash rate but sources 97% of its mining hardware from China.
That asymmetry is the entire legislative thesis. Hash rate geography and hardware dependency are two different things – and right now, they’re pointed in opposite directions.
The bill’s core mechanism is a voluntary certification program administered by the Commerce Department. Mining entities that opt in commit to a phased elimination of hardware manufactured by companies tied to foreign adversaries – China and Russia named explicitly – with full phase-out required by the end of the decade.
That distinction matters operationally. Voluntary means no penalty for non-participants, but the incentive architecture is designed to make certification economically attractive. Certified facilities gain access to existing Department of Energy and USDA rural financing programs – covering grid-stabilizing load, excess renewable absorption, and methane capture from landfills and oil fields.
The National Institute of Standards and Technology and the Manufacturing Extension Partnership would be directed to support U.S. firms developing domestic ASIC miners, with domestic assembly mandates attached.
NIST’s role here is notable – it signals the bill frames hardware security as a standards problem, not just a trade policy problem.
The Strategic Bitcoin Reserve codification adds a direct supply-chain-to-reserve pipeline. Certified miners can sell newly mined BTC to the reserve in exchange for capital gains tax exemptions – a budget-neutral expansion mechanism that doesn’t require Treasury to go to market.
Dennis Porter, CEO and co-founder of the Satoshi Action Fund, which co-crafted the legislation, put it plainly: “America controls 38 percent of the world’s Bitcoin hash rate, but 97 percent of the hardware powering it comes from China. That is not leadership, that is a liability.”
The bill’s immediate gating variable is committee referral – Senate leadership will assign it to either the Commerce, Science, and Transportation Committee or the Energy and Natural Resources Committee, likely within weeks.
The Commerce referral is the faster path; Energy and Natural Resources has a heavier docket and more competing priorities in Q2 2026.
Watch for a companion House bill within 60 days – Lummis has coordinated House counterparts on prior crypto legislation and the political incentive to move in parallel is strong ahead of midterm positioning.
NIST’s initial ASIC development guidelines are also a near-term signal – if those drop within 90 days of potential passage, it indicates the executive branch is moving implementation infrastructure ahead of floor votes, which is typically a signal of White House prioritization.
For mining stocks, the first-mover indicator is DOE program eligibility guidance – if Commerce and DOE issue joint certification criteria quickly, expect MARA, RIOT, and CLSK to move on the news before any operational benefit materializes.
The bill is on the calendar. Whether the incentive structure survives committee markup intact – particularly the capital gains exemption for reserve sales – is the variable traders need to track.
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#Altcoins!
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US spot Bitcoin ETFs pulled in $1.32 billion in March 2026, ending four consecutive months of net outflows and posting their first monthly gain of the year. The reversal signals institutional demand returning to Bitcoin specifically, not to crypto broadly.
That distinction matters. While BTC funds snapped their negative streak, Ethereum ETFs closed March with $46 million in outflows, extending their own losing run to five straight months. XRP funds also ended in negative territory, sharpening a capital rotation thesis that increasingly favors Bitcoin dominance over altcoin exposure.
The prior four months had been brutal. Outflows totaled approximately $6.3 billion between November 2025 and February 2026, $3.5 billion in November alone following Bitcoin’s crash from its $126,000 all-time high on October 10.
December added $1.1 billion in redemptions, January another $1.6 billion, with February contributing $206 million more before sentiment began stabilizing.
Macro conditions drove the pressure. Sticky inflation, a cautious Federal Reserve, and geopolitical risk from the U.S.-Iran conflict kept institutional risk appetite compressed. Bitcoin retraced over 50% from its October peak, closing Q1 2026 at $66,619, down 23.8% from January 1.
ETF investors were sitting on an average cost basis near $84,000 against a market price roughly $18,000 below that.
On-chain data showed wallets categorized as whales accumulated 30,000 BTC – approximately $2.1 billion – through March, absorbing selling pressure and stabilizing price near $65,000 during peak Iran-related volatility.
BlackRock’s IBIT added $98.42 million on March 31 alone, and led a $458 million single-day surge earlier in the month. US spot Bitcoin ETFs added $117.63M as BTC reclaimed $68K at one point during that window, reinforcing the case that institutional demand was quietly rebuilding beneath the noise
That $1.32 billion inflow number sounds strong, but it does not tell the full story, because it still failed to offset the $1.81 billion that left earlier in the quarter, leaving Bitcoin ETFs with a net outflow overall, so calling this a clean recovery is a stretch
What we are really seeing is uneven demand, bursts of buying followed by sharp redemptions, which explains why price still feels stuck instead of trending.
If inflows actually stabilize and turn consistent, especially with macro tension easing, that is when Bitcoin has room to push through $74K and aim higher, helped by April usually being a solid month
Right now though it still looks like a range, with price caught between roughly $67K and $74K while institutions absorb supply but do not push aggressively, and retail participation remains weak in the background.
The risk is that those recent inflows were just short term positioning, because we already saw a sharp weekly outflow at the end of March, and if that kind of selling returns and price loses the lower range, things can open up quickly to the downside.
Nate Geraci, co-founder of the ETF Institute, previously argued that cumulative outflows since the October crash are statistically insignificant relative to the $56 billion in total net inflows the category has attracted since its January 2024 launch. The diamond hands thesis holds – but only if inflows resume with conviction rather than in isolated bursts.
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#IranClosesHormuzAgain
#IranClosesHormuzAgain
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Circle has launched cirBTC, a wrapped Bitcoin token backed 1:1 with native on-chain BTC reserves, deploying first on Ethereum mainnet and its own Arc blockchain.
The move is direct: Bitcoin holds over $1.7 trillion in market cap but generates almost no DeFi activity, and Circle is positioning itself as the infrastructure layer that changes that.
The institutional implication is immediate. With Bitcoin ETFs reversing months of outflows and fresh capital flowing into BTC exposure, the demand for yield-bearing Bitcoin products is structurally rising – and Circle is moving to own that pipeline before a competitor does.
The existing wrapped Bitcoin market is not small, WBTC launched in January 2019 and at its peak represented billions in DeFi TVL, but it has been defined by custodian opacity.
The 2022 FTX collapse accelerated distrust in centralized wrappers, and renBTC, which once held over $1 billion in TVL, faded as audit credibility eroded. Circle is betting that its track record with USDC, now above $30 billion in circulation, gives it the institutional credibility those products never had.
That distinction matters. WBTC routes through BitGo as custodian – a model that requires trusting an intermediary’s audit. cirBTC uses real-time onchain reserve verification with no third-party custodian sitting between holder and backing BTC.
For institutional desks and DeFi protocols that learned hard lessons from opaque collateral structures, verifiability isn’t a feature – it’s the threshold requirement. If Circle can demonstrate reserve proof holds under stress, the institutional case becomes difficult to argue against.
The mechanism integrates directly with Circle Mint for OTC desks and connects ready-made to USDC liquidity pools, creating a cross-collateral environment that no prior wrapped BTC product has had at launch.
The caveat: Circle’s infrastructure is centralized by nature, and IMF warnings around cross-chain tokenization risks apply here as they do across the RWA sector. The bear case accelerates if a bridge exploit or smart contract failure forces Circle to respond – and the firm’s 2023 inaction during $230 million in USDC bridge thefts on Multichain remains an open scar on its credibility.
Full rollout is targeted for Q2 2026, with DeFi protocol integrations and Circle Mint connectivity expected by May.
Expansions to Solana and additional L2s are on the roadmap but unconfirmed. The immediate variable to watch is DeFi TVL migration – specifically whether lending protocols route BTC collateral toward cirBTC or remain with WBTC given its deeper existing liquidity moats.
Regulatory backdrop matters here too. The 2025 U.S. stablecoin legislation created a clearer framework for fiat-pegged digital assets, but tokenized BTC products sit in a grayer zone.
Broader institutional regulatory clarity from the SEC and CFTC on tokenized assets could accelerate or stall adoption depending on how cirBTC is classified. Circle’s NYSE listing as CRCL adds public accountability that custodian-model competitors do not carry – a pressure point that cuts both ways
If cirBTC captures even a fractional share of BTC held in ETF structures and redirects it toward DeFi yield, the liquidity impact on Ethereum and Arc protocols would be structural, not marginal. If adoption stalls at the institutional access layer due to regulatory friction or a trust event, it validates every skeptic who argued Circle’s credibility is stablecoin-specific and doesn’t transfer to Bitcoin infrastructure
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#KEEP_SUPPORT
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Riot Platforms sold 3,778 Bitcoin in Q1 2026, netting $289.5 million-a volume that dwarfs its 1,473 BTC production for the same period by 2.6x.
The company ended Q1 with 15,680 BTC on its books, down 18% from the 18,005 coins it held at the close of 2025. That gap between what Riot mined and what it sold is the number that demands explanation.
Blockchain intelligence platform Arkham flagged a separate 500 BTC outflow from a wallet attributed to Riot on Thursday, suggesting the selling didn’t stop when Q1 closed.
The company is also pushing deeper into high-performance computing colocation, shifting its business model beyond pure mining toward infrastructure hosting-a pivot that requires capital, which partially explains the aggressive liquidation pace.
Energy costs are the other half of the story. Kadan Stadelmann, blockchain developer and co-founder of AI company Compance, said miners are selling because rising energy costs-worsened by the escalating Middle East conflict since February-are compressing margins across the industry.
Selling 2.6x your quarterly production isn’t treasury management in the traditional sense-it’s a structural drawdown.
That matters because it signals Riot isn’t just covering operating costs; it’s funding something larger, whether that’s hash rate expansion, colocation infrastructure buildout, or balance sheet repair ahead of continued Bitcoin price pressure.
The operational data cuts against a pure distress read, though. Riot improved its all-in power cost 21% year-over-year to 3.0¢/kWh and grew deployed hash rate 26% to 42.5 EH/s. It also generated $21.0 million in power credits during Q1-more than double the year-ago period-by leveraging renewable energy agreements and grid services.
That’s not the profile of a miner bleeding out; it’s a miner reallocating capital aggressively into infrastructure while conditions remain volatile.
Riot isn’t alone. MARA Holdings, Genius Group, and Nakamoto Holdings sold a combined 15,501 BTC in the past week.
Genius Group went further-liquidating its entire Bitcoin stash. The industry is clearly in a rotation away from passive accumulation toward active treasury management, a departure from the hodl-first playbook that defined miner strategy through the 2021 bull cycle. If Bitcoin prices don’t recover in Q2, watch for Riot’s treasury to test the 14,000 BTC level within two quarters at the current drawdown rate.
Bitcoin mining difficulty dropped from approximately 145 trillion to 133 trillion on March 20-a 7.7% decline-while network hash rate fell from 1,160 exahash to roughly 990 exahash as of Friday.
Weaker miners are going offline, exactly as Stadelmann predicted, which structurally benefits survivors like Riot with lower difficulty and higher per-block rewards.
The supply side picture is more complicated when viewed against demand. Bitcoin ETFs snapped a four-month outflow streak with $1.32 billion in March inflows, meaning institutional demand is partially absorbing the miner supply hitting the market.
Riot alone doesn’t move BTC price-but Riot plus MARA plus Genius Group plus Nakamoto in the same week represents a coordinated pressure event that on-chain miner outflow metrics will reflect clearly.
The invalidation condition here is simple: if BTC reclaims and holds above $90,000 in Q2, Riot’s treasury logic flips from defensive liquidation to premature selling at cycle lows. Until that happens, the selling looks rational given the broader market pressure on holders and the rising cost environment compounding miner margin squeeze globally.
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#writetoearn
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Cena Bitcoinu se obchoduje za 68 500 USD, když přichází Trumpův termín pro Írán 7. dubna a trh s kryptoměnami se odmítá pohnout.
Bílý dům udržuje svou pozici ‚žádné prodloužení‘ a požaduje, aby Írán otevřel Hormuzský průliv pod hrozbou útoků na civilní infrastrukturu, a trhy nezohledňují katastrofu.
Index S&P 500 zrcadlí stejnou napjatou situaci s čekáním, přičemž se korelace BTC-SPX zužuje do binárního: geopolitická eskalace vyvolá korelovaný propad, nebo Trump ustoupí a obě aktiva vzrostou.

Bitcoin is consolidating just below $70,000 with one scheduled event this week capable of breaking the pattern in either direction: the March CPI print dropping April 10 at 8:30 AM ET. The binary is clean, if U.S. inflation data comes in soft enough to shift Federal Reserve language toward cuts, BTC $75K becomes an immediate technical target; if core CPI stays sticky above 0.3% month-over-month, the “higher for longer” scenario reasserts itself, and the path of least resistance points back toward $60,000–$62,000.
The Cleveland Fed’s nowcast – built on late-March data – projects a 0.84% monthly headline surge driven by gasoline prices up 26.2% year-over-year and diesel up 50.4%. That reading, if confirmed, would mark a sharp acceleration from February’s 0.27% headline and would effectively freeze any Federal Reserve pivot conversation through at least mid-summer. Macro crypto trading desks are already pricing two radically different worlds into options flow. Thursday’s print decides which one we’re in.
Bitcoin is currently rangebound between $65,000 and $71,000, a compression zone that has held for several weeks and is coiling into what chart structure suggests is a decision point. The $73,700 level above is the immediate overhead resistance; above that is the $75,000 psychological ceiling, which has acted as a load-bearing level since BTC’s last failed breakout attempt.
A weekly close above $75,000 on CPI-driven volume would be the first structural confirmation that the bull case is intact.
RSI on the daily is sitting near 53 – neutral, not oversold, which means there’s no technical floor being built from momentum exhaustion alone. The 200-day EMA is converging with the $67,500 support zone, making that level load-bearing in the near term. A daily close below $67,500 opens the door to $62,000, where significant order book depth and prior accumulation structure sit. MVRV ratio remains below 1.5, suggesting the market hasn’t reached the euphoria zone – but that also means on-chain buying pressure isn’t yet dominant enough to generate self-sustaining momentum.
The bull case requires a CPI-triggered risk-on move through $71,000, then a reclaim of $73,700 on sustained volume, with $75,000 as the confirming close. The bear case activates on a hot print: a rejection at $71,000 that cascades back through the 200-day EMA and targets the $60,000–$62,000 whale accumulation zone. For traders already holding, the downside scenario below $66,000 deserves serious risk modeling before Thursday. The single most important level: $71,000. Hold it post-print and the bull case lives. Lose it and $62,000 becomes the next anchor.
The Bitcoin CPI relationship isn’t incidental – it’s mechanical. CPI drives Fed rate expectations, rate expectations drive the dollar and treasury yields, and dollar strength directly compresses institutional appetite for risk assets, including BTC. February’s CPI landed at 2.4% year-over-year with core holding at 2.5% annually for the second consecutive month, driven by shelter costs rising 0.2%. That stickiness kept “higher for longer” as the dominant Fed posture heading into April’s data cycle.
The threshold that matters for a Federal Reserve pivot signal is a core monthly reading at or below 0.2% – anything above 0.3% entrenches current policy and delays the first cut. CME FedWatch currently prices fewer than two cuts for 2025, a dramatic repricing from the four-cut consensus that opened the year. Energy is the wild card: the Cleveland Fed’s nowcast is being driven almost entirely by gasoline and diesel spikes, and the Fed has historically looked through volatile energy components when assessing underlying inflation trends. If headline runs hot but core stays controlled, traders may interpret that as a conditional green light.
March payrolls added 178,000 jobs, with unemployment holding at 4.3% – a labor market that doesn’t scream imminent recession and therefore gives the Fed cover to hold. The April 10 U.S. inflation data release won’t just move Bitcoin on the day; it will recalibrate the entire rate-cut timeline that institutional crypto positioning is built on
Spot Bitcoin ETF inflows from BlackRock’s IBIT and Fidelity’s FBTC have shown direct sensitivity to CPI beats and misses – a hot print tightens that inflow tap immediately.
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#Robertkiyosaki
#TrendingTopic
#Yazdan
#Uniswap’s

Miluji stavění PC, protože miluji přizpůsobení. Je to jeden z hlavních důvodů, proč si postavit vlastní desktop, spolu s možností upgradování a úsporou nákladů… i když tento poslední bod je teď mimo hru. Každopádně, Corsair se opírá do přizpůsobení se svým nejnovějším online nástrojem „builder“, tentokrát pro všudypřítomnou skříň Frame 4000D ATX.
Je to chytrý krok. 4000D je skvělá skříň, ale je to v podstatě jen krabice—žádné šílené křivky, žádné přehnané prvky. Corsair se zdá, že roky upravuje design, jak ukazuje boční úchyt pro ten display, který můžete přidat k jinak obyčejné skříni. Ale předbíhám sám sebe

At $248, the Sony WH-1000XM5 is a compelling buy for anyone who wants best-in-class ANC without paying full retail price.
One of the things I love most in the world is listening to music. I do it while working, walking, working out, reading, cooking… When you want to drown out the world, you do it with something like the Sony WH-1000XM5 headphones, and they’re currently on sale for $248 at Amazon (down from their original $400 price).
These headphones are widely considered among the best in their class. Our friends at TechAdvisor reviewed them and gave ’em a clean 5-star rating, impressed by their build quality, noise cancellation, and refined sound. It earned their Editors’ Choice award.
Like all Sony headphones, these were built for dedicated music lovers and workers who want to shut out the world around them. The WH-1000XM5 uses two processors and eight microphones to help achieve perfect noise cancellation, blocking out disturbances. When taking calls, these headphones feature four integrated beamforming microphones, so you’ll be heard perfectly.
A single charge will give you about 30 hours of continuous playback, while a quick three-minute charge before leaving for work will give you an additional three hours of listening time.
The Sony WH-1000XM5 is a clear winner, doubly so for $248 now at Amazon. For comfortable noise cancellation, it doesn’t get better.
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#FedNomineeHearingDelay
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Izraelský premiér Benjamin Netanyahu říká, že nařídil úředníkům, aby zahájili přímá jednání s Libanonem „co nejdříve“, a to na základě žádostí z Beirutu, přičemž napětí zůstává vysoké navzdory širšímu regionálnímu příměří.
Libanon vyhlásil ve čtvrtek den smutku poté, co izraelské útoky zabila nejméně 200 lidí a zranila více než 1,000 během jednoho dne. Prezident Íránu Masoud Pezeshkian uvedl, že údery porušily příměří mezi USA a Íránem a varoval, že ohrožují jednání, a dodal, že Teherán Libanon neopustí.

Úřad izraelského premiéra Benjamina Netanjahua vyjádřil podporu rozhodnutí Spojených států pozastavit útoky na Írán, ale uvedl, že dvoutýdenní příměří se nebude vztahovat na probíhající vojenské operace Izraele v Libanonu.
V prohlášení na X ve středu Netanjahu uvedl, že Izrael podporuje úsilí prezidenta USA Donalda Trumpa zajistit, aby 'Írán již nepředstavoval jadernou, raketovou a teroristickou hrozbu pro Ameriku, Izrael, arabské sousedy Íránu a svět'.
Netanjahovo prohlášení přišlo poté, co pakistánský premiér Šehbáz Šaríf oznámil, že USA, Írán a jejich spojenci 'se dohodli na okamžitém příměří všude, včetně Libanonu a jinde'.

Írán a Spojené státy si oba nárokovaly vítězství ve svém konfliktu, když obě přijaly dvoutýdenní příměří těsně před apokalyptickým termínem prezidenta USA Donalda Trumpa, aby zničily íránskou “civilizaci”, pokud Teherán nesouhlasil s dohodou.
Nejméně 2,076 lidí zemřelo při útocích USA a Izraele na Írán, které začaly 28. února, a tisíce dalších byly zabity v celém regionu. Válka také narušila globální dodávky energie, uvěznila ropné tankery a způsobila, že ceny vzrostly v tom, co je označováno za největší šok v historii průmyslu.

Ticket sales for the 2028 Los Angeles Olympics have opened globally after what organisers said was a record-setting first week of ⁠local presales, underscoring strong early demand for a Games that must rely heavily on private revenue.
LA28 said it sold more tickets in the first week than any previous Olympic Games had in their opening week, with every ticket in ⁠that initial phase going to residents of the Los Angeles and Oklahoma City areas despite some complaints about high prices, fees and availability.
Organisers said hundreds of thousands of $28 tickets – billed as the lowest-priced Olympic tickets in modern history – were snapped up by local buyers, although some buyers have complained about high costs and fees, and a lack of ticket availability.
The success of the ‌locals presale speaks for itself,” LA28 CEO Reynold Hoover said in a statement. “We’re thrilled by the level of interest and enthusiasm in tickets to the Games
The global sales launch, known as “Drop 1,” runs through April 19 for fans who were selected through a draw and assigned time slots. Tickets are available across Olympic events, including the opening and closing ceremonies
Organisers acknowledged that some fans experienced sticker shock after a marketing push around the $28 entry-level tickets, only to find many of the cheapest seats had already gone quickly or that some events were priced much ⁠higher
Allison Katz-Mayfield, LA28’s senior vice president for games delivery revenue, told the Reuters news agency that outcome was not ⁠unexpected because the least expensive tickets were always likely to move fastest
“We really wanted to make sure that the locals had access to the most affordable tickets, and we saw that come to life through this presale,” she said, adding that more low-cost inventory would be released in ⁠future sales phases
LA28 said more than 1 million tickets priced at $28 will ultimately be made available to the public. Nearly half of all Olympic tickets are priced under $200, while more ⁠than three-quarters, including finals, are less than $400. Only about 5 percent of tickets cost ⁠more than $1,000, organisers said
Katz-Mayfield said demand had exceeded expectations from the registration phase through the first sales window. She added that LA28 still had roughly a third of tickets currently on sale priced below $200 as the global launch began
The organising committee is under pressure to show it can deliver ‌a fiscally responsible Games without burdening taxpayers, who could be on the hook for cost overruns. LA28 has said its more than $7bn operation will be funded principally through ticket sales, sponsorship and hospitality
Katz-Mayfield said strong ticket sales, along with ‌sponsorship ‌and hospitality revenue, were positive signs for the financial health of the Games
LA28 also warned fans against buying from unofficial resale platforms before its verified resale programme launches in 2027, saying tickets sold elsewhere could be speculative or invalid
#dogwifhat
#FactCheck
#hottrendingtopics
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#KEEP_SUPPORT

Prezident Konfederace afrického fotbalu (CAF) odmítl obvinění z korupce ze strany senegalské vlády po šokujícím rozhodnutí tohoto těla odebrat Senegalu jeho titul AFCON a udělit ho Maroku.
„Pokud někdo chce zahájit právní kroky s tvrzením, že v CAF existuje korupce, nejen že to vítám, ale také je povzbuzuji,“ řekl Patrice Motsepe, když mluvil v Maroku ve čtvrtek.
„Není co skrývat. Ohromně respektujeme soudní a právní svrchovanost každého z našich 54 národů na africkém kontinentu.

Čínské plavecké úřady říkají, že zahájily vyšetřování kyberšikany potápěčské šampionky Quan Hongchan, trojnásobné olympijské zlaté medailistky, a oznámily věc policii.
„Zlovolné“ online útoky proti Quan vyšetřuje Čínská generální správa sportu, uvedla tato instituce ve středu.
Quan, která vyhrála svou první zlatou medaili na Tokiu 2020 ve věku 14 let a další dvě na následujících hrách v Paříži 2024, poskytla několik rozhovorů, ve kterých hovořila o toxických online komentářích ohledně své váhy a obrovském tlaku, který cítila, aby držela dietu, i když již jedla velmi málo.

Shipping remains at a standstill in the Strait of Hormuz despite the ceasefire agreement between the United States and Iran, dampening hopes for a resolution to one of the worst global energy disruptions in history
Only a handful of vessels have transited the critical strait since Washington and Tehran on Tuesday announced a two-week pause in fighting, according to ship tracking data
Five vessels crossed the strait on Wednesday, down from 11 the previous day, and seven transited on Thursday, according to data from market intelligence firm Kpler
More than 600 vessels, including 325 tankers, are still stranded in the Gulf due to the blockage of the strait, according to Lloyd’s List Intelligence
“While some vessel movement has resumed, traffic remains very limited, compliant shipowners are likely to stay cautious, and safe transit capacity is expected to remain constrained at maximum 10–15 passages a day if the ceasefire holds, without consideration of tolls applied,” Kpler trade risk analyst Ana Subasic said in an analysis on Thursday
The waterway, which usually carries about one-fifth of global oil and liquefied natural gas (LNG) supplies, typically handled about 120-140 transits before the US and Israel launched their attacks on Iran on February 28
On Thursday, US President Donald Trump accused Iran of failing to live up to its part of the ceasefire agreement, which includes a commitment to allow “safe passage” through the waterway for two weeks
“Iran is doing a very poor job, dishonorable some would say, of allowing Oil to go through the Strait of Hormuz,” Trump said in a post on Truth Social
Iranian Foreign Minister Abbas Araghchi earlier accused the US of not honouring the deal, warning, in reference to Israel’s ongoing attacks on Lebanon, that it had to choose between a ceasefire or “continued war” via its ally
“The world sees the massacres in Lebanon,” Araghchi said in a post on social media
“The ball is in the US court, and the world is watching whether it will act on its commitments
After plummeting on the back of the ceasefire announcement, oil prices have begun to tick up as markets digest the reality that maritime traffic remains effectively halted despite the truce
“This moment requires clarity. So let’s be clear: the Strait of Hormuz is not open,” Sultan Ahmed Al Jaber, the CEO of the United Arab Emirates’ state-run oil company, ADNOC, said in a social media post on Thursday
“Access is being restricted, conditioned and controlled. Iran has made clear – through both its statements and actions – that passage is subject to permission, conditions and political leverage. That is not freedom of navigation. That is coercion
Brent crude, the international benchmark, stood at $96.39 as of 02:00 GMT on Friday, after falling below $95 a barrel on Wednesday
Asia’s main stock markets opened higher on Friday, following overnight gains on Wall Street driven by hopes of a resolution to the war
Japan’s benchmark Nikkei 225 was up 1.8 percent in early trading, while South Korea’s KOSPI and Hong Kong’s Hang Seng Index were up about 2 percent and 1 percent, respectively
#CZonTBPNInterview
#FedNomineeHearingDelay
#IranClosesHormuzAgain
#UnicornChannel
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Islamabad, Pákistán – Chodníky jsou malovány, již tak silná bezpečnostní přítomnost je posilována a v Pákistánu panuje atmosféra očekávání – a úzkosti – když se jeho hlavní město připravuje na pořádání schůzek, které bude tento víkend sledovat celý svět.
Přesně šest týdnů poté, co Spojené státy a Izrael zahájily koordinované útoky na Írán, které zabily nejvyššího vůdce ajatolláha Alího Chámeneího, vyvolaly válku, která zabila tisíce lidí ve více zemích, uzavřely nejkritičtější ropnou trasu na světě a poslaly ceny energií strmě vzhůru, Islamabad v sobotu uspořádá rozhovory, kterých se zúčastní nejvyšší američtí a íránští úředníci.

Vývoj přišel poté, co úřady v pákistánském hlavním městě ve středu na krátkou dobu vyhlásily dva dny místních svátků, aniž by uvedly důvod
Mezitím v USA roste opozice vůči válce. Senátor Cory Booker uvedl, že demokraté se pokusí vynutit hlasování podle Zákona o válečných pravomocech, aby omezili to, co popsal jako neautorizovanou vojenskou akci
Escalace vyvolala varování z Teheránu, že pokračování jednání za takových podmínek může být „nepřijatelné“
„Američané nechtějí a nedali svolení [tomu válce], ale přesto stále platí cenu

Prezident Spojených států Donald Trump varoval, že americké síly zůstanou nasazeny kolem Íránu a hrozil ohromnou vojenskou akcí, pokud Teherán nesplní požadavky Washingtonu, čímž vyvolal pochybnosti o křehkém příměří.
Ve středu večer na sociálních médiích Trump uvedl, že americké jednotky, letadla a námořní síly zůstanou na svých místech, dokud nebude plně implementována to, co nazval „SKUTEČNOU DOHODOU“
Všechny americké lodě, letadla a vojenský personál … zůstanou na místě v a kolem Íránu, dokud nebude plně dodržována SKUTEČNÁ DOHODA, kterou Trump napsal na Truth Social.

The Prime Minister’s Office has directed authorities to accelerate efforts to finalise currency swap agreements with the European Union, Russia and Iran as part of a broader plan to reduce reliance on the US dollar and strengthen regional trade links, The Express Tribune reported.
The proposed arrangements are expected to follow the model of the Pakistan-China currency swap, under which Islamabad has accessed a $4.5 billion facility.
Officials said similar agreements with Russia and Iran could facilitate trade and ease pressure on foreign exchange reserves. They said the initiative has been included in the Ministry of Finance’s strategic reform agenda, with the PM’s Delivery Unit assigned to monitor progress. The government has also sought updates on negotiations involving ASEAN countries, with the aim of expanding trade settlement options.
The move comes as Pakistan manages external financing pressures, including repayments of $4.8 billion this month. The government has already cleared a $1.3 billion Eurobond, with authorities reiterating commitment to meeting external obligations on schedule.
Separately, the Prime Minister’s Office has tasked the finance ministry, in consultation with the State Bank, to prepare a plan to reduce the policy rate below 10%, while ensuring stability in currency markets. Authorities have also been asked to strengthen oversight to curb exchange rate manipulation, hoarding and smuggling of foreign currency.
The government is also working to expand the use of alternative payment systems, including the Asian Clearing Union, and has been directed to launch awareness campaigns for businesses on settlement mechanisms using local currencies and RMB-based trade with China.
In parallel, Pakistan has committed to the International Monetary Fund (IMF) to ease currency controls, including removing targets for commercial banks to surrender dollars to the central bank and relaxing restrictions on outward foreign currency movement, subject to adequate reserves.
The reform framework also includes targets to manage public debt and improve macroeconomic indicators. The government aims to reduce the debt-to-GDP ratio to 61.5% by 2028, lower external debt to 17.9% of GDP and bring interest payments down to 4.9% of GDP.
Officials said efforts are also under way to keep the current account deficit below $3 billion and move towards a surplus, while maintaining GDP growth in the range of 4–5% in the near term and raising it to 6–8% by 2029, with the goal of expanding the economy to $500 billion.
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