Before Walsh's debut, the market enters 'hold-your-breath mode': Oil prices pull back, U.S. stocks diverge, and BTC continues to fluctuate around $64K. The U.S.-Iran agreement suppresses the energy premium, but FOMC, the dot plot, and Walsh's statements are the real pricing core this week. If rate signals turn hawkish, high-beta AI, semiconductors, and crypto assets could come under renewed pressure.