Buy BTC by Jul 22, 2026.

We spent four years treating the halving like a religious event. Counting days, posting rainbow charts, stock-to-flow this, supply shock that. And yeah, post-halving cycles have played out more or less as advertised. But be honest about what's actually moving the needle right now. BTC doesn't care about hash rate this week. It cares about whether Trump extends a ceasefire, whether Iran seizes another tanker, whether Hormuz is open or closed by lunchtime. Look at just the last 48 hours. …