US-Iran strikes resume amid steady liquidity and low Bitcoin conviction.

The Lead

Bitcoin trades in a narrow band near 60000 dollars under extreme fear readings and modest outflows that signal self-custody without fresh buying conviction. The ignored contradiction sits in the macro backdrop where falling oil and stable dollar liquidity coexist with renewed US-Iran strikes that could tighten energy flows through Hormuz without any corresponding shift in central bank policy or equity volatility. This leaves holders exposed to whether sustained geopolitical friction will force capital into Bitcoin or simply compound the existing lack of accumulation momentum.

The full briefing

The full briefing is free with an account

Four more sections every morning: market conditions, network health, geopolitical watch and the macro pulse.

Registration takes an email or a Nostr key, and either way 7 days of VIP come with it.

Create a free account Sign in

The Wire

BITCOIN
Bitcoin unspent transaction outputs signal capitulation underway: analyst — Cointelegraph

BITCOIN
Fidelity rebuts claims Bitcoin becomes less secure after halvings — Cointelegraph

CONFLICT
US and Iran exchange strikes and accuse each other of violating ceasefire — BBC World

CONFLICT
Iran war live: Tehran attacks Bahrain, Kuwait after US bombs Iranian coast — Al Jazeera

ECONOMY
Why investors may want to prioritize bond markets outside the U.S. — CNBC

DISASTER
Another powerful magnitude 4.8 earthquake hits near Venezuela — Al Jazeera

Sources (16)

The Situation Room is paid for by its members, in sats: no ads, no data sales, no investors. Membership →