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🚨 BTC & ETH JUST GOT HIT — AND THE REAL DRIVER ISN’T CRYPTO. Something felt off as the night session opened. BTC and ETH sold off sharply after fresh Strait of Hormuz tensions, while oil $CL held above $82. That’s a sign markets are starting to price geopolitical risk back in. Here’s the chain traders are watching: 🛢️ Hormuz risk → oil higher 📈 Oil higher → inflation expectations rise 🏦 Higher inflation → fewer Fed cuts ⚠️ Less easing → pressure on risk assets The US-Iran talks still look far from a real breakthrough, with the biggest issue being how any agreement would actually be implemented. Now comes the key test: CPI. If inflation continues cooling, some of this pressure could ease. But if CPI comes in hot, crypto could face a nasty macro + geopolitical double squeeze. For now, I’m not chasing the night-session volatility. Let the CPI numbers speak first. The next move could depend more on inflation than the candles on the chart. $BTC $ETH $BZ $CL #CPI #Bitcoin #Ethereum #Hormuz #DailyOrbit