Bitcoin has been pushing above $72,000 even as geopolitical tensions rattled equities and oil prices surged.

This week’s report breaks down these crosscurrents with 14 detailed charts covering the bond market repricing, oil-driven inflation risks, and the ongoing recovery in crypto. The crypto section dives into Bitcoin, Ethereum, and Solana, outlining precise long and short setups with defined entry points, targets, and invalidation levels.

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Bitcoin has been one of the few bright spots in an otherwise turbulent week, climbing above $72,000 this morning, even as geopolitical tensions from the ongoing Middle East conflict rattled equity markets and pushed oil prices sharply higher. What makes the move striking is that it's happening while the crypto fear and greed index still sits in "extreme fear" territory, suggesting institutional buyers rather than retail enthusiasm are behind it.

That same oil shock, however, is causing serious disruption in the rates market. The U.S. 2-year Treasury yield, which almost always trades below the Fed funds rate when cuts are expected, has broken above it, a rare signal that bond markets no longer believe the Fed can keep easing with energy-driven inflation creeping back. When the bond market stops trusting the rate-cut path, financial conditions tighten across the board, and equity valuations come under pressure.

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Nowhere is that pressure more visible than in software stocks. The widely-read Citrini Research report, published in late January, triggering a sharp selloff that dragged both IGV and Bitcoin to their recent lows simultaneously. Both have since rebounded meaningfully, suggesting the report marked a sentiment extreme rather than a fundamental turning point, but with short interest still elevated and macro headwinds building, the recovery in both BTC and software warrants cautious optimism rather than conviction.

The backdrop for all of this remains a bond market under growing stress. The ICE BofA MOVE Index, fixed income's equivalent of the VIX, has spiked back toward levels not seen since early 2025, reflecting a genuine policy trap: the Fed wants to cut rates to support a slowing economy, but an oil-driven inflation revival may not let it. When bond volatility rises this fast, the cost of risk rises everywhere.

The Fed is caught between a weakening economy and resurging inflation, bond markets are repricing aggressively, and software stocks are still digesting both a valuation reset and a structural AI disruption narrative. Bitcoin and IGV bottoming together on the Citrini report is a reminder that in today's market, sentiment moves are sharp and reversals can be equally fast. Watch oil, watch the Fed's tone, and treat the current bounce with respect, but don't mistake it for an all-clear.

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Bitcoin reached the $72,000 resistance level today after climbing consistently throughout the week since Monday. Price is testing that level as we speak, making both a pullback and a breakout possible from here, allowing for high-conviction setups as we enter the weekend.