🌐 $BTC Intraday V-Shaped Repair | From Extreme Fear to Stock-Crypto Risk-On Resonance, 60k Defense and Nonfarm Week Referee

📊 Macroeconomic Environment
U.S. stocks continued to set new highs, with risk-on accelerating: Nasdaq +2%, the S&P 500 briefly +1.15% and pushing close to 7,428, the Dow +0.67%. All three major indexes surged, and Tesla was briefly +5% in the early session. Gold $4,010 (-1.7%) pulled back, while the USD/CNH moved slightly lower to 6.798. Capital shifted from safe-haven assets into risk assets. The most critical variable has landed: the U.S. Supreme Court ruled 5-4 that Trump has no authority to dismiss Fed Governor Cook. The Fed’s independence has gained institutional safeguards, and the market is treating it as a positive follow-through. Combined with prior pressure on Cook’s appointment qualifications and court precedents expanding presidential power, the overall macro narrative tilts toward “subsequent or the placement of dovish figures, strengthening rate-cut expectations,” which is bullish for stocks and bearish for gold.

⚔️ International Situation
Risks in the Middle East are still present but have not escalated: more than 50,000 U.S. troops have been deployed to the Middle East, with heightened alert levels. Iran is demanding a redrawing of the shipping lanes through the Strait of Hormuz and will hold technical talks with Oman; there are back-and-forth developments but, for now, no system-wide shock. The Lebanon–Israel framework agreement has entered implementation. European stocks closed slightly lower (DAX -0.22%, CAC -0.21%), while the Eurozone June economic sentiment index rebounded to 95. Elsewhere: leaked files of the unreleased Apple iPhone 18 Pro appeared on the dark web (the supplier was hacked), and the number of casualties from the earthquake in Venezuela continues to rise.