Bitcoin’s rebound looks like a trap as real Hormuz threat may not be over
Banks and energy forecasters see a slower repair in oil flows, keeping inflation and Fed risk alive for Bitcoin.
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The move would push Bitcoin into a live trade chokepoint where sanctions, shipping delays, and market risk collide.
The bigger risk after Drift may be the access attackers gain before a protocol knows it has a problem.
The buy spike was immediate, yet options signals look more like crash fear fading than a confident new breakout.
Trump threatened catastrophe, but oil and Bitcoin were already telling a different story.
Bitcoin is holding support for now, but rising oil is making the next move more fragile.
Polymarket’s new token may not cut USDC demand, but it could make that demand harder to see and easier to misread.