Woofun AI reports that QCP Capital identifies a shift in global market risks from geopolitical news to complex execution hurdles. Despite the U.S.-Iran memorandum and Brent crude dropping below $80, Strait of Hormuz shipping remains disrupted. The Federal Reserve has adopted a 'higher for longer' stance, raising the 2026 median interest rate forecast to 3.8%.

Meanwhile, Strategy continues accumulating Bitcoin, yet faces mounting financing pressure as spot prices remain below its cost basis.