Bitcoin has gone nowhere in 5 1/2 years.
It’s not a coincidence since the real commodity complex took off Bitcoin has fallen behind.
Price has always been the best Bitcoin marketer.
The marketing dept is failing.
FMT has been the most right entity on the planet.
The Federal Reserve has been too tight compared to the rest of the world.
Until that changes the bull WILL NOT resume.
@HFI_Research Even when this war ends:
Oil will NOT go back to $60.
New floor: above $80/bbl — permanently
🔴 Hormuz risk = structural
🔴 Insurance costs = structurally higher
🔴 Inventories = years to rebuild
🔴 Non-OPEC supply growth = ended
The pre-war world is gone. 💀
@ericnuttall Futures traders see a ceasefire headline → sell.
Wirth sees 1 billion barrels permanently removed from global supply → warns of price spikes “in the next two months.”
Talking to market strategists then listening to commodity producers is an exercise in cognitive dissonance.