This morning isn’t about a new trend.
It’s about a release valve.

Yesterday’s tape paid up for fear.
Overnight, that premium is getting marked down.

Oil is sliding hard.
Metals are backing off their highs.
Not because the world got safe.
Because the strike path looks less immediate.

Trump’s tone on Iran softened.
So the hedge complex is exhaling.

At the same time, the AI engine is still humming.
TSMC printed another record quarter.
Capex is going up.
The supply chain is getting a bid again.

That matters because it resets the equity story.
Not “tech is broken.”
More like: tech got crowded, then got repriced, then got revalidated.

But don’t confuse bounce with clarity.

The real overhang is still credibility.
The Powell probe is no longer just noise.
It’s starting to leak into the curve.
Term premium is the transmission mechanism.

That’s the regime

growth can stay warm,
rates can stay contained,
and yet the cost of trust can still rise.

Crypto opens inside that exact contradiction.

If oil keeps dropping and yields stay orderly, the complex can lift.
Not explode.
Lift.

Because this isn’t a narrative market right now.
It’s a funding market.

Watch the dollar.
Watch the long end.
Watch whether the system keeps rewarding “clean” risk.

This morning is permission returning.
With conditions attached.

When billionaires like Jeff Bezos and Bill Gates back an emerging technology, it’s worth paying attention. 

That’s exactly what’s happening with a little-known company founded by an ex-Google visionary. Alexander Green calls it “one of the most overlooked opportunities in AI right now” — and he’s even an investor himself. 

He’s now sharing the full story, including why early investors are watching closely and why he believes widespread adoption could be just one announcement away.

Get the full rundown here.

Flows are not explosive.
They’re selective.

Bank earnings are being used as confirmation, not ignition.
BlackRock’s scale still compounds.
Goldman and Morgan are clearing expectations, not rewriting them.

That matters because expectations are already elevated.
This is not a credit scare unwind.
It’s capital asking whether financials can participate without becoming the trade.

In crypto, the same logic applies.
Spot demand is firm.
Leverage is still restrained.

That is constructive.
But it’s conditional.

The overnight release valve came from geopolitics, not data.
Iran tension cooled.
Oil repriced lower.
Haven premiums gave some ground.

But the macro overhang didn’t disappear.
It shifted.

The Powell probe is now pricing through the long end.
Not dramatically.
Persistently.

That’s why the bond market matters more than the equity tape here, any re-steepening driven by credibility risk tightens conditions even when growth data cooperates.

Bond investors aren’t panicking.
They’re asking for compensation.

That’s the difference.
And it keeps funding conditions fragile even when growth data cooperates.

Oil gave back the fear trade quickly.
That tells you the market still trusts supply—for now.

Metals pulling back is not rejection.
It’s normalization.

Gold and silver are not being sold aggressively.
They’re being trimmed.

That’s consistent with a market rotating back into productivity while keeping hedges nearby.

Copper is the quiet tell.
AI demand keeps dragging physical constraints into focus.
That doesn’t unwind on one calm headline.

According to former hedge fund manager Larry Benedict, there's an unusual way to play the Bitcoin markets…

And you don't have to invest a dime in Bitcoin!

You could receive regular profits of up to $4,898 or more…

All without the risk, uncertainty, or stress of actually buying Bitcoin.

This is no longer about innovation language.
It’s about deposits.

Stablecoin rewards are being treated as balance-sheet competition.
Banks see the leakage risk clearly now.

That’s why momentum stalled.
Not because crypto lost support.
Because the economic implications became undeniable.

The direction is tightening, not banning.
Payments over savings.
Activity over idle yield.

Growth survives.
User acquisition changes.

The canceled markup is not a reversal.
It’s friction.

The bill ran into unfinished economics.
Yield.
Ethics.
Authority.

That’s what happens when proximity replaces theory.

This is now a sequencing problem, not a vibe problem.
And Washington trades sequencing slowly.

Headline risk stays elevated.
Resolution takes time.

Tokenized settlement is moving ahead regardless.
Banks are building rails that look like crypto
without behaving like crypto.

Across AI, payments, and crypto rails, the common theme is the same: throughput is being secured upstream, before politics or scarcity can reprice access.

24/7 settlement.
Instant collateral reuse.
Regulated cash legs.

This is not ideological adoption.
It’s operational efficiency.

The signal is clear.
Crypto’s tech stack is being absorbed
even as its consumer edges get fenced.

Let’s be real.

Most investors froze at the bottom. Fear won. That window is gone.

But the recovery just opened a second chance — and in some ways, it’s even better. This time, there’s confirmation.

The crash wiped out hype and exposed which cryptos actually matter. What survived? Fundamentals.

One crypto is flashing the same setup we saw before massive runs:
8,600% (OCEAN)
3,500% (PRE)
1,743% (ALBT)

Strong on-chain data. Growing network. Active development.

Yet the price still hasn’t caught up.

That gap won’t stay open for long.

See the crypto before this window slams shut.

© 2026 Boardwalk Flock LLC. All Rights Reserved. 2382 Camino Vida Roble, Suite I Carlsbad, CA 92011, United States. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Readers acknowledge that the authors are not engaging in the rendering of legal, financial, medical, or professional advice. The reader agrees that under no circumstances Boardwalk Flock, LLC is responsible for any losses, direct or indirect, which are incurred as a result of the use of the information contained within this, including, but not limited to, errors, omissions, or inaccuracies. Results may not be typical and may vary from person to person. Making money trading digital currencies takes time and hard work. There are inherent risks involved with investing, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.

Supply Is Softer, Not Gone

Bitcoin is back in a known zone.
But the behavior inside it changed.

Long-term holders are selling less.
Much less.

That doesn’t guarantee upside.
It reduces friction.

If macro cooperates, absorption improves.
If macro tightens, this still trades with liquidity.

$100K remains a magnet.
Not a milestone.

This Is Permission, Not Escape Velocity

The market is letting risk breathe again.
But it’s charging rent.

Growth is allowed.
Discipline is required.

Crypto benefits when funding is calm.
It stalls when credibility wobbles.

Nothing here breaks the tape.
Nothing here breaks the thesis.

But nothing here removes fragility either.

Release Valves Open. Regimes Don’t Flip

This morning is about relief, not reversal.
AI demand is real.
Oil fear faded.
Hedges stepped back.

But credibility still sets the ceiling.

As long as policy discretion stays in play,
markets will trade forward
with one hand on protection.

That’s not bearish.
That’s the cost of staying long.