#RateHikeRepricing Markets are quietly rotating again. $Oil drops ~5% as talks to reopen Hormuz route return, cooling immediate geopolitical risk premium. $Asia leads risk-on move. Equities surge, sentiment improves across risk assets. $BTC rebounds above $77K after flushing $74.3K, still trading in a range with no confirmed breakout. $655M+ token unlocks incoming (Huma Finance, Plasma, Sahara AI), creating short-term supply pressure. $ETF flows are diverging: $HYPE ETFs seeing inflows while $BTC and $ETH ETFs record outflows. Capital is not exiting, it is rotating between narratives. Next week is macro-heavy: $PCE, jobless claims, and housing data will shape Fed rate-cut expectations. A hot print could stall momentum. A soft print could extend the risk rally. Bottom line: Not bullish. Not bearish. Just a liquidity rotation phase with fragile positioning. $ETH $HYPE $BTC @Wind•Crypto✅