Equities holding up from big tech stonks earnings last night. Despite the FED meeting coming out quite hawkish and no more rate cuts to be expected for rest of 2026. Inflation is back putting pressure on the economy. War with Iran is still on-going and isnt coming to any resolution yet. You would think market should crash here at this point. Were at ATH's now and I dont know how much more we can climb here outside of the earnings yesterday. We are definitely not in the most bullish environment and this price action seems fabricated. Waiting for clearer structure in price to give me a better direction. Atm just on pause on buying more and watching current positions.

Oil has been climbing steady here as the blockade is still on-going and peace talks are on hold. Doesnt seem to be progressing and the longer we hold out the higher prices should climb. UAE is leaving OPEC which will allow them to increase supply to the market independently however will it be enough? Seems were still stuck anyhow.

GOLD and metals are just ranging back to their prev breakout structure. Wont be able to see these rally too hard here with OIL rallying. They are quite inversed so waiting for Oil to come back down before seeing these markets climb back up. Still holding my GOLD for now, setup is still active.

BTC and ETH hanging on still. BTC has its weekly dbl bottom playing out with bullish momentum signals confirmed. However there seems to be lot of resistance still to the upside here. On the daily were starting to see bearish divs and overbought conditions. Hopefully we dont see it breaking down too hard here but there is a dbl top as well.. ETH keeps getting rejected at its 38.2 first stop level. Brick wall of resistance. Dbl tops and bearish divs as well. Seems like the bulls are on slight pause here for now. With everything going on in the economy its not the most bullish environment. However if BTC is truly an inflation proxy, we should technically go up as inflation climbs no? Still holding my longs for now.

ALTs have been a mixed bag with names popping off here and there and others still just holding range against their bottoms. It does feel like theres a mini alt season going on but i dont think itll last much longer if BTC n ETH starts falling back down here. Just play your setups if you see them and hope for the best. 🙏