Even on the weekend, it won’t stay calm—there were more blasts over in the Middle East.

A Saudi Aramco fuel storage tank near the Riyadh airport caught fire, and the Houthis also launched a ballistic missile toward Saudi Arabia’s capital. But on the other side, Iran said: the U.S. has conveyed a message through Qatar and Pakistan that it’s ready to hold talks. While one side is getting bombed and the other is negotiating, oil prices are being roasted over an open flame—the U.S. military escorted 1 billion barrels of crude oil through the Strait of Hormuz over a two-month period. Meanwhile, Iran has zero exports, and North Sea crude spot premiums have hit a record high.

This situation is $BTC all too familiar. Once geopolitics gets stirred up, risk-off funds have to find an exit—gold is already fully favored on Wall Street. The way things moved on Friday $BTC looks to me like it was holding back a big move; we just need to wait for the news to land and then choose a direction.

Two more things worth noting: Coinbase’s stock surged 12%—it even filed perpetual contracts for Apple and Nvidia. Tokenization of stocks is for real. And Saylor posted a chart saying $MSTR jumped 48% in a month, ranking #1 in the Nasdaq-100—what a beast.

Weekend liquidity is thin. Market makers love to stick needles into days like this—so keep your hands in check.

NFA DYOR

#BTC #比特币 #地缘政治 #加密货币 #Web3