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🚨 BTC & ETH JUST GOT HIT — AND THE REAL DRIVER ISN’T CRYPTO. Something changed as the night session opened. BTC and ETH sold off sharply as fresh Strait of Hormuz tensions pushed geopolitical risk back into focus, while oil $CL held above $82. 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 US-Iran talks still appear far from a meaningful breakthrough, especially around how any potential agreement would actually be implemented. Now the key event is CPI. If inflation continues cooling, some of this pressure could fade. But if CPI comes in hot, crypto could face a macro + geopolitical double squeeze. For now, I’m not chasing the volatility. Let CPI speak first. The next major move in $BTC and $ETH may depend more on inflation than on the candles. $BTC $ETH $BZ $CL #CPI #Bitcoin #Ethereum #Hormuz #DailyOrbit #Gold4400HavenBid #CPIToResetFedBets