Brent crude fell 1.3% to $98 as markets priced in the possibility that fresh talks could happen before the April 7 ceasefire expires next week. Treasury yields fell one basis point to 4.28% as cheaper oil eased inflation concerns.

The 12-hour liquidation window was where the damage concentrated, with $379 million wiped out in that period, of which $327 million were from shorts. The ratio of short to long liquidations at roughly 4-to-1 over 12 hours reflects just how heavily the market was still positioned for failure at $73,000, even after last week’s ceasefire bounce had already punished that trade once.

For bitcoin specifically, the break above $73,000 puts the next resistance at the Traders’ Realized Price near $79,000, the level that analysis firm CryptoQuant identified as the point where active traders who bought during the drawdown return to breakeven and tend to sell.

Between here and there, the path has less technical resistance than at any point since the war began.

The risk remains the same, however. Trump ordered the Hormuz blockade after weekend talks in Islamabad produced no deal. The ceasefire expires next week. But the U.S. and Iran are discussing another round of talks, and the blockade itself is being read by markets as a targeted pressure tool rather than an escalation, one designed to curb Iran’s oil revenues while paving the way for eventual shipping resumption.

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Abstract green wireframe bull charging forward on a striped background. (CoinDesk)

Ether is outperforming bitcoin as ETF flows, spot prices and a 41% jump in Ethereum transactions move in the same direction for the first time in months.

What to know:

  • Ether has begun to outperform bitcoin as capital rotates out of U.S. spot bitcoin ETFs, which saw more than $325 million in net outflows on April 13, and into ether funds that are recording renewed inflows.
  • Ethereum network activity is surging, with daily transactions up 41% week over week, but…

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