Wintermute noted the U.S.-Israel strike on Iran drove BTC down to $63k before rebounding to $67k, ETH to $1,910. Hormuz remains closed, oil and gold surged, equities fell, VIX hit 2026 highs. ETF inflows topped $1B, but institutional activity is quiet. A short conflict may allow a rebound; prolonged

Wintermute noted the U.S.-Israel strike on Iran drove BTC down to $63k before rebounding to $67k, ETH to $1,910. Hormuz remains closed, oil and gold surged, equities fell, VIX hit 2026 highs. ETF inflows topped $1B, but institutional activity is quiet. A short conflict may allow a rebound; prolonged
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