Exchange inflows rise amid Hormuz oil blockade and dollar gains.

The Lead

Bitcoin price stalls at $81,000 as exchange inflows build supply pressure while Hormuz blockade locks Brent above $106 per barrel, forcing central banks toward tighter policy that erodes BTC purchasing power.Trading Economics Dollar strength at DXY 98.3 compounds this, drawing capital to yields now pressing 4.46 percent on the 10-year despite gold's climb past $4,700.Yahoo Finance Network holds firm with hashrate nearing 1,000 EH/s and Lightning capacity expanding five percent to roughly 2,900 BTC, yet Fear at 42 underscores leveraged exhaustion without breakout volume.1ML Investors ignore the split: on-chain resilience versus macro drag that favors fiat havens over range-bound crypto. Miner rebound buys time, but oil-fueled inflation delays rate relief Bitcoin needs to escape this trap.^[1]^[2] Will sustained inflows exceed 3,000 BTC daily before geopolitical thaw unlocks demand?^[3]

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The Wire

BITCOIN
Iran war, AI spending could push Bitcoin back to $126K this year: Hayes — Cointelegraph

BITCOIN
What’s Really at Stake in the Market Structure Debate: The BRCA — BTC Magazine

ECONOMY
Truth Is The First Casualty Of War; The Currency Is The Second... — ZeroHedge

ECONOMY
US inflation jumps to 3.8% as energy costs surge from Iran war — BBC Business

CONFLICT
Putin hails Russia’s test launch of ‘most powerful missile in the world’ — Al Jazeera

CONFLICT
Russia Think Tank Tells Chinese Media That U.S. Endgame In Iran Is To "Achieve Market Monopoly" In Logistics, Energy — ZeroHedge

Sources (17)

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