Bitcoin

$78,975

↑ +0.3% / Touched $80,393 intraday — first $80K print since Jan 31

S&P 500

7,221

↓ -0.13% (open) / Iran flare-up bleeds risk premium back in

Crude Oil

$103.20

↑ +1.2% at open / Conflicting Hormuz attack reports, oil prices the risk

Gold

$4,583

↓ -0.6% / Risk premium digestion continues from $4,650 highs

Must Know Today

BTC briefly cracked $80,393 in Asia hours — first $80K print since Jan 31. Pulled back to $79K. $80K reclaim is THE level — clean break flips multi-month range.

Iran-US flashpoint resurfaces — conflicting Strait of Hormuz attack reports overnight. CENTCOM denies a US warship was hit, but oil ripped +1.2% to $103.20 anyway.

Spot BTC ETFs printed +$629M Friday + $630M Thursday — strongest back-to-back days in months. April closed +$2.44B (best month of 2026). Institutional bid is back.

Palantir Q1 earnings TONIGHT after close. GameStop dropped a $56B ($125/share) bid for eBay pre-market — EBAY +10%, full takeover playbook live.

Watch this week

Iran-US flashpoint is back — conflicting Hormuz attack headlines hit overnight, CENTCOM denying but oil pricing the risk anyway. BTC's first $80K touch since Jan 31 is tactical, not structural — fragile until the ceasefire path firms back up.