Just saying, this CPI data is insane—everything came in below expectations and previous values. Like I said yesterday, risk market sentiment is getting a boost. Right now, $BTC is pulling back close to 64K, and the U.S. stock market opened higher too. That SPCX long position I opened yesterday? Smooth sailing. If it weren’t for Trump talking about charging a security toll for the Strait of Hormuz these past couple of days, which pushed oil prices higher, tonight’s data would’ve sent market sentiment into a frenzy. It’s killing rate hike expectations and increasing the odds of a rate cut within the year. But now this data feels kinda “meh” because Trump stirred the pot again, and oil prices spiked once more. My oil short position is still in the red for now. Let’s see what Trump does next. Hurry up and bring the TACO already