📊🤔 Wintermute noted that the US-Israel strike on Iran drove $BTC down to $63K before rebounding to $67K, and $ETH to $1,910. The Strait of Hormuz remains closed, leading to surges in oil and gold, while equities fell and the VIX hit 2026 highs. #ETF inflows topped $1B, but institutional activity remains quiet. A short conflict may allow for a rebound; however, a prolonged closure could raise inflation and delay Fed cuts, putting pressure on risk and crypto assets.