Brent crude just broke through $100, and the U.S. Air Force struck five Iranian oil tankers—things suddenly blew up. The yield on the 10-year U.S. Treasury jumped straight to 4.857%, hitting the highest level in nearly three years. Wall Street traders are now pricing in a 60% probability that the Federal Reserve will raise rates next week. U.S. stocks have fallen for three straight days; the Dow dropped more than 400 points. But what’s really interesting is that, amid all this panic, $BTC is still holding up and hasn’t collapsed. What does that mean? It means the market money is being reallocated, not withdrawn. Oil prices are rising, bonds are falling, the dollar is weakening, and gold is holding firm—this mix isn’t actually that bad for crypto assets, but only if Iran doesn’t really end up blocking the Strait of Hormuz. That scenario— I don’t even dare to think about it. Where do you think this geopolitical flare-up will take the market?