GM to the winners club. Crypto Nutshell Pro #75 comin’ in with a bang… 💥🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 2 sections:

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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Bitcoin just hit $78,000 for the first time since February 3rd.

Ethereum is at $2,420. US oil just crashed below $80 per barrel, down 32% in nine trading days. Brent crude fell to $92.

The S&P 500 and Nasdaq both closed at all-time highs this week. The Nasdaq posted 13 consecutive green daily closes, its longest winning streak since 1992.

And the trigger? Iran declared the Strait of Hormuz fully open.

After nearly two months (can you believe it’s been that long?) of the biggest energy supply shock in history, the chokepoint that handles 20% of global oil is back in business.

At least for now…

This feels like a real turning point. But is it?

Let's unpack it. 👇

The Strait Just Reopened. Oil Is Crashing. Everything Is Pumping.

On Friday, Iran's foreign minister declared the Strait of Hormuz "completely open for all commercial vessels" for the remainder of the ceasefire.

Trump confirmed it on Truth Social, calling it "open and ready for business."

Oil's reaction was immediate. Brent crude plunged from over $100 to $92, its lowest level since the early days of the conflict.

US oil fell below $80 for the first time in five weeks.

Stocks shot up.

The S&P added $3.2 trillion in market cap this week alone, up 5.23%.

The Nasdaq surged 7.5%. Both hit fresh all-time highs.

Bitcoin briefly tapped $78,000, up 20% from its March 31st low, outperforming every major index over the same period.

But there’s a slight catch that we need to go over….

Within hours of the announcement, both sides were already publicly contradicting each other on what was actually agreed.

Trump said Iran has agreed to "never close the Strait again," to suspend its nuclear program indefinitely, and to hand over its enriched uranium to the US.

Iran's foreign ministry called the uranium claim false: "Iran's enriched uranium will under no circumstances be transferred anywhere."

Iran's parliament speaker said Trump made "7 false claims in one hour" and warned explicitly: "If the blockade continues, the Strait of Hormuz will not remain open."

Meanwhile, the US naval blockade of Iranian ports remains "in full force and effect."

Iran says that wasn't part of the deal and has threatened "necessary measures" if it isn't lifted.