Trump doubles down on the Strait of Hormuz blockade — no deal with Iran, no passage. Oil at $93 is already reacting, but the real question is how far risk appetite can stretch with geopolitical tension sitting in the background. $BTC at $76,000 and $ETH at $2,000 tell two different stories. The ETH-BTC ratio keeps sliding to 0.027, a level that signals capital continues to favor Bitcoin over Ethereum in this macro setup. Traders watching this pair closely for any reversal signal. Vitalik confirmed the Ethereum Foundation is trimming its role — less expansion, less ecosystem control, and a plan to sell less ETH. The EF currently holds about 0.16% of total supply. That shift matters because it changes how the market prices future ETH sell pressure. Meanwhile, Michael Saylor says this week his firm bought bonds, not Bitcoin. The "BitVac" comment suggests a pause in aggressive accumulation, not a reversal. Worth watching if that tone shifts next week. On the risk side, StablR-linked EURR and USDR contracts were exploited for roughly $10M per ZachXBT. Both stablecoins depegged over 20% and the attack may still be active. That kind of event usually tightens liquidity in DeFi pairs and raises scrutiny on smaller stablecoin issuers. Personal analysis only. NFA. DYOR. #IranDealOilCrashBTCRip $BTC $ETH