🛰️ Hormuz Risk Repricing The market isn’t reacting to oil alone anymore. It’s starting to price in the possibility that a strategic chokepoint could shift from a theoretical risk into a real macro pressure point. When energy concerns and military access headlines collide, equities tend to remember very quickly who actually controls global liquidity conditions. 🧲 Right now the market feels stuck in a clear tug-of-war. For $BTC , the bullish argument is the return of the inflation-hedge narrative. The bearish argument is much simpler: a broad risk-off environment can hit everything first before investors even begin separating winners from losers. $ETH usually reacts even more aggressively to that kind of risk-off flow, which is why this still looks more like a volatility event than a confirmed regime shift. The key question is whether this fades as another headline-driven scare or evolves into a longer-term supply and confidence problem. 👁️‍🗨️ The real takeaway is simple: geopolitics can shock markets instantly, but the bigger danger begins when energy stress starts spreading into broader market confidence. #StrategyMaySellBTC #OKXPreIPOPerpsGoLive #USIranMOUTalks