QCP: Geopolitical Easing Boosts Risk Assets, but Strategy's Pressure Still Weighs on Bitcoin

Odaily Planet Daily News According to QCP Market Colour, with the US and Iran signing a memorandum of understanding and signaling the reopening of the Strait of Hormuz, the market has entered a clearer geopolitical environment this week. Risk assets have found support, US stock futures have risen and broken through historical highs, and oil prices have fallen back below $75. QCP indicates that at the macro level, attention still needs to be paid to the guidance of the Fed's dot plot on the short-term restrictive policy path. In the crypto market, BTC remains stuck below $66,000. Concerns related to Strategy's financing needs continue to suppress market sentiment, preventing Bitcoin from following the rebound of broader risk assets for the time being.