Nothing much to say this week—just three things to watch:

One is that there’s going to be a war: the US is preparing to strike Iran with Israel. When oil rises, inflation will surge again, and any hope of rate cuts is totally out of the question—stocks, crypto, and gold will all take a hit.

One is the Federal Reserve meeting minutes on Thursday. It’s Powell’s last one, and the market just wants to see whether they mention the words “rate hike.” If they do, it’ll blow up immediately.

And one more is NVIDIA’s earnings report—whether AI is working or not depends on it. Alright, everyone, let’s all “drink the soup”; if it doesn’t work, tech stocks will be taken down all together.

So what’s the market like right now? US stocks are still floating high; even if they drop for a day, it won’t change their seven-week streak of gains. Crypto is clearly in a grind—ETFs have been seeing continuous outflows, and everyone is just lying flat, waiting for direction. Gold is jumping around, but there’s no rhyme or reason.

So don’t go stirring things up this week. Wait until these three risks have been cleared. Anyone charging in now is basically just being used as fuel. $BTC ‌ ‌