Aiman艾曼_BNB

Today feels like one of those sessions where every major market is reacting to the same macro story.
I'm watching Bitcoin trade below $66,000 after briefly touching $66,900, while oil continues climbing to a six-week high. That combination is pulling risk appetite out of both equities and crypto. Higher oil prices are also reviving inflation concerns, pushing Treasury yields higher and making traders rethink the Federal Reserve's next move.
One of the biggest geopolitical developments came from President Trump, who posted on Truth Social:
“From this point forward, any time the Islamic Republic of Iran shoots at a ship in the Strait of Hormuz, whether it be by Missile, Rocket, Drone, or any other device or weapon, the United States will bomb and destroy ONE BRIDGE OR POWER PLANT, including those located next to, or in, the Capital City of Tehran.”
Despite the strong language, markets haven't reacted dramatically beyond the continued strength in oil and weakness across risk assets.
On the AI front, I'm closely watching Alphabet's earnings because they could tell us whether the industry's massive AI spending is actually delivering results. At the same time, OpenAI has reportedly increased its projected computing investment from $600 billion to roughly $750 billion by 2030. That includes building its own infrastructure, highlighted by the newly announced $20 billion "Project Camellia" data center campus in Georgia.
Another story that caught my attention is Hut 8. Benchmark analyst Mark Palmer maintained his bullish outlook and raised his price target from $165 to $195, suggesting nearly 80% upside. He wrote:
“Our revised price target is based on a sum-of-the-parts (SOTP) analysis that includes (1) our estimate of the value of HUT's contracts at River Bend and Beacon Point, (2) the market value of its 60% ownership stake in American Bitcoin Corp., and (3) the market value of the 10,667 bitcoins held on its balance sheet as of March 31.”
As oil climbs toward $87 per barrel, inflation fears are returning, bond yields are reaching fresh cycle highs, and the probability of a Fed rate hike next week has risen to nearly 30%. That shift is putting additional pressure on both stocks and crypto.
From a technical perspective, I found Daniela Hathorn's view worth noting:
“Bitcoin's direction still comes down to the same three macro drivers, the U.S.-Iran conflict, risk appetite through earnings season and the Fed's policy path.”
She also highlighted:
“$63,000” as an important support level where buyers have repeatedly stepped in. Holding above it would suggest the recent correction is stabilizing, while a decisive break below could trigger another wave of profit-taking.
And on the upside:
“$65,000 to $66,000” remains the key resistance zone. A move back above that range would improve momentum and strengthen the case for another push toward recent highs.
Tesla is another company I'm watching. Interestingly, unlike most Big Tech firms, investors appear to want Tesla to increase its AI spending rather than cut back. With the stock already down 16% this year, stronger AI investment guidance could actually be viewed as a positive.
Meanwhile, institutional demand for Bitcoin remains encouraging. U.S. spot Bitcoin ETFs recorded their sixth consecutive day of net inflows, adding $203 million on Tuesday. The six-day total now stands at roughly $930 million, bringing total ETF assets close to $81 billion.
For now, I think the market is waiting for three major catalysts: Alphabet's earnings, the Federal Reserve meeting, and further developments in the U.S.-Iran situation. Until then, Bitcoin's ability to defend key support while macro uncertainty builds will likely determine the next meaningful move.
$BTC
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