Saturday, 18 July 2026 · No. 107
Hormuz strikes raise oil risk while inflation comments stay restrictive.
The Lead
Bitcoin price stability near 64000 dollars rests on thin volume and self-custody flows that reflect caution rather than new demand. Miner hashrate has already slipped and oil transit risk through Hormuz now sits at the center of the macro path. Central banks face sticky inflation that Dallas Fed leadership still flags above target, yet markets price no immediate policy shift. The ignored tension sits between elevated oil and orderly liquidity, because sustained energy costs could force tighter conditions without the usual risk-asset repricing. Whether that gap closes through higher yields or through a sudden liquidity drain remains open.
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The Reading
Threat
QUIET
Conviction
66/100
16 sources cited
At Publication
Now and change since Sat 18 Jul
- BTC Price
- $63,903
- 24h Change
- 1.79%
- Fear & Greed
- 25
- Hashrate
- 887.6 EH/s
- MVRV
- 1.21
- Block Height
- 958,504
- S&P 500
- 7,457.69
- VIX
- 18.77
- Gold
- $4023
- DXY
- 100.75
- US 10Y
- 4.54%
- Oil
- $81.78
In This Briefing
The Wire
BITCOIN
Bitcoin Sentiment Is Turning Bullish — But It’s Too Early to Celebrate: Report — BTC Magazine
BITCOIN
Bitcoin Mining Giant Foundry Asks Miners To Vote on BIP-110 Soft Fork — BTC Magazine
CONFLICT
US strikes hit Iran for seventh consecutive night — BBC World
CONFLICT
Iraq and Syria sign agreement to restore oil pipeline that would provide alternative to Strait of Hormuz — CNBC
POLITICAL
Polymarket traders cut Clarity Act passage odds to record low as Senate delay drags on — CoinDesk
ECONOMY
S&P 500 closes lower, Nasdaq falls more than 1% as chip stocks suffer: Live updates — CNBC
Sources (16)
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