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Shorted $BTC BTC at 83,920. Price back above 84,300. Down 400+ points. Uncomfortable, but I’m not just watching the K-line. Iran proposed reopening Hormuz in 7 days. Market traded it as easing → oil down → risk assets up. That’s the bounce. But it’s a proposal, not a deal. If it fades, this unwinds. If oil spikes, risk assets get hit. I’m short because the macro trade looks crowded, not because the candle is red. If $BTC BTC holds above 85k, I’m wrong and I cut. NFA#BTCETF7DayInflows3B