I think the $BTC move makes more sense when you stop looking at the speech alone. The jump from $64K to $80K was largely driven by expectations around Treasury buying bonds and what the Fed might do next. Warsh didn’t give traders the signal they were hoping for. Now BTC is back near $77.4K, with the $77.25K area becoming very important. If that level breaks, the recent rally could lose momentum quickly. This is also why I wouldn’t overreact to every headline. The bigger issue is that traders were positioned for a friendly Fed message. When that message didn’t come, some of those positions started coming off. For me, the next move is less about guessing what Warsh says and more about watching price. I’ll be watching BTC around $77.25K resistance closely.