The Ladders Club

GM! A lot changed since Trump announced a pause on strikes on Iran’s energy infra. - $BRENT back under $100 - Gold stabilizing above $4.5K - Silver is now at $70+ - $BTC holding strong around 70K - Alt rotation already underway - $JTO $VVV $ONT $DUSK all up 10%+ Ceasefire talks are driving this move. But nothing is confirmed. One escalation and we will be back to square one. Don’t trust this rally.

Crypto guys training to hit the buy button.

BTC DOWNSIDE ODDS FALLING Prediction markets shifting bullish after $BTC reclaims $71K: • $65K in March , 28% (27% in 24H) • $60K in March , 8% (12%) • $80K in March , 9% Context: • BTC $71K, momentum stabilizing • Traders reducing downside bets Sentiment improving , but upside conviction still low.

OIL REBOUNDS AS WAR RISKS GROW Crude climbs after sharp drop: • Brent back near $104 (+ after ,11% swing) • WTI up 4% • Still +40% this month What’s driving it: • Fears Gulf states could join the conflict • Hormuz disruption persists • Iran signals no quick resolution Oil , headline-driven volatility. Next move depends on real escalation, not talk.

rare footage of the Bitcoin funeral

POWELL MAY STAY LONGER Trump’s push to remove the Fed Chair could backfire: • Powell won’t leave amid ongoing DOJ probe • Could serve as chair pro tem if successor delayed • Warsh confirmation facing political roadblocks Efforts to force a change may extend Powell’s tenure.Fed uncertainty just increased.

OIL HOLDS HIGH DESPITE ULTIMATUM Markets shrug off Trump’s 48-hour Hormuz warning: • Brent $113 | WTI $99 • Up 50%+ since conflict began • Prices fluctuating, not spiking further Why: • Traders want real disruption, not rhetoric • Shipping/insurance impact still key trigger • Hormuz flows already severely constrained Oil stays elevated , waiting for the next real shock.

crypto holder trying to find profit this alt season

CRYPTO DROPS ON WAR ESCALATION Trump’s 48-hour ultimatum to Iran triggered risk-off across markets: • $BTC fell below $69.2K (-2.2% 24H) • $ETH $2.1K, alts also declined • Weekly losses expanding What’s driving it: • Rising war risk , traders de-risk • Hormuz threat , 20% of global energy flows at stake • Fed pause ignored as geopolitics dominates Macro > crypto right now.

Bitcoin 70K Resistance

IRAN LEADERSHIP UNCERTAINTY Iran’s new Supreme Leader remains out of sight, raising questions: • No public appearance , only a written statement • Reports suggest he may be injured, but unconfirmed • US & Israeli intel still assessing who’s in control Key signal: • Possible command & control instability inside Iran • No clear signs of regime collapse (yet) War risk remains , but leadership clarity is missing.

ETH ETF FLOWS TURN NEGATIVE Ethereum spot $ETFs saw $41.9M outflows yesterday , 3rd straight day. Flow breakdown: • ETHA (BlackRock) → -$31.4M • ETHB (staked) → +$5.4M inflow • Total ETF AUM: $12.3B • Net inflows still strong historically ($11.7B) Short-term sentiment cooling, despite long-term demand holding

US EASES IRAN OIL SANCTIONS (TEMPORARILY) Washington allows a 30-day sale of Iranian oil at sea to cool prices. Key points: • 140M barrels could hit global supply • Aimed at easing oil above $100 • Likely benefits Asia/China demand • Part of broader effort to tame inflation Context: • 3rd sanctions waiver in ~2 weeks • Oil still driven by war + supply risks Short-term relief move , not a policy shift.

2025 was 4 months ago

TRUMP UNVEILS US AI FRAMEWORK A national push to win the AI race with clear policy direction: • Protect kids and empower parents • Strengthen economy, energy & security • Balance AI growth with IP rights • Defend free speech, limit censorship • Cut barriers , accelerate innovation • Build an AI-ready workforce US aiming for AI dominance with federal-level rules , not a patchwork system.