Woofun AI reports that the Federal Reserve maintained interest rates in the 3.50%-3.75% range while revising the median 2026 dot plot projection upward from 3.4% to 3.8%, alongside raising the 2026 inflation forecast from 2.7% to 3.6%. This adjustment underscores a continued preference for higher-for-longer monetary policy, with inflation identified as a primary constraint on current decision-making.

In geopolitical developments, market attention has transitioned from the signing of the US-Iran Memorandum of Understanding to potential execution risks. Although Brent crude prices retreated below $80, daily vessel transits through the Strait of Hormuz remain at approximately 14, well below normal levels. The upcoming 60-day period is critical for monitoring technical negotiations and the Lebanon-Israel ceasefire implementation.

Meanwhile, Strategy holds 847,363 BTC, representing roughly 4% of the total Bitcoin supply, with an average acquisition cost of $75,651.