Brent above $100 and Iranian fees sustain energy pressure amid neutral Fed rhetoric

The Lead

Bitcoin trades at a modest premium to cost basis while exchange inflows and miner caution signal distribution risk into already elevated energy costs. The ignored tension is that sustained Brent above $100 and Fed symmetry talk keep dollar liquidity stable only so long as commodity spikes do not force earlier tightening than markets price. If Iranian transit fees and secondary sanctions persist without a visible de-escalation path, does the resulting inflation premium tighten global conditions faster than Bitcoin’s current positioning can absorb?

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The Wire

BITCOIN
‘Not unlikely’ Strategy will sell Bitcoin in 2026: Michael Saylor — Cointelegraph

BITCOIN
Bitcoin 'Pizza Day' was 16 years ago, here's how much that BTC is worth today — Cointelegraph

ECONOMY
Kevin Warsh walks into a trap where the Fed can’t cut rates even if it wants to — MarketWatch

ECONOMY
Kevin Warsh's real Fed 'regime change' may happen deep inside Wall Street's plumbing — CNBC

POLITICAL
Kevin Warsh sworn in as Fed chair as Trump seeks interest rate cuts — CNBC

CONFLICT
Logic Of Violence: We Are Nowhere Near The Endgame In Drone Wars — ZeroHedge

Sources (19)

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