BTC @ $77800, #ETH @ $2310

Index of fear and greed - 38
Alto season index - 36
Market capitalization - $2.58 trillion

Thoughts on coins

📉 Short applicants:

—SKR
— BSB

📈 Long candidates:

— UNI
— S.O.L.

Market under the regime “blockade of Hormuz → naphtha shortage → fear of inflation”: the flow is actually blocked, the voltage is growing → naphtha is already ~$105–110 → pressure on all markets

📉 S&P 500 is falling (futures are weak), looks short
📉 Gold – falling/weak (dollar strong), looks neutral/short
📈 The dollar is growing like a safe-haven, looks strong long
📈 Nafta – sharp growth ($105–110), looks strong long
📉 BTC - weakness (momentum is broken), looks neutral / short
📉 ETH is weaker than BTC, looks like a strong short

❌ RIZIKI:
— a renewed escalation in the Hormuz prototy (there are already sinkings of ships)
— naphtha > $110 → new inflation shock
— prolongation of the conflict → long risk-off

✅ ZONES PIDTVERZHENNYA:
— naphtha > $110 → panic mode
— DXY growth further → pressure on all assets
— BTC < $74k → crypto entry is weak
#btc #usdt #ltc #xrp $GT $ETH $SOL