AI Rebounds, Crypto Watches Bitget Markets are trying to stabilize, but the macro backdrop remains fragile. Crypto: $351.6M Bitget hack Bitget temporarily suspended withdrawals after detecting unauthorized transfers worth approximately $351.6M. The exchange says user funds are safe. Reuters For crypto, this is more important than another small move in #Bitcoin . The key question now is how quickly withdrawals normalize and whether the investigation reveals additional exposure. Wall Street: AI leads the rebound US stocks finished Friday higher as Microsoft and other AI-related names attracted buyers: S&P 500 +0.51% Nasdaq +0.48% Dow +0.93% Reuters AI remains one of the strongest structural themes, but macro pressure has not disappeared. Oil & yields remain the key risk Brent remains above $100, while the US 10Y Treasury yield is around 5.1%. Markets are also pricing roughly a 64% probability of at least a 25 bps Fed hike in October. The Business Times Oil ↑ → Inflation risk ↑ → Yields ↑ → Tech & Crypto pressure Hormuz could change the setup US and Iranian negotiators are discussing a phased framework that could involve Iran reopening the Strait of Hormuz and Washington easing its economic blockade. No final agreement has been reached. Reuters If geopolitical risk eases and oil falls, inflation pressure could cool potentially giving Treasuries, tech and crypto some breathing room. Bottom line: risk appetite is returning, but this is still a fragile setup. Watch Bitget withdrawals, Brent and the US 10Y. WhyNot Research | Research the Future #BTC Price Analysis# $BTC