Woofun AI reports that BTC faces renewed pressure around $64,000, with short-term focus on reclaiming $63,000 or risking a retracement to $60,000. Market attention shifts from individual data points to whether upcoming US CPI, PPI, and retail sales figures validate a high cost of capital environment. Federal Reserve Chair Kevin Warsh's semi-annual report is critical, as officials discuss rolling back previous rate cuts, potentially fueling rate hike expectations if inflation data exceeds forecasts.

Geopolitical tensions in the Middle East, including Iran's closure of the Strait of Hormuz and US airstrikes, threaten global refining capacity. This disruption may keep energy prices elevated despite oil market fluctuations, sustaining sticky inflation. Simultaneously, massive debt issuance by NVIDIA, Amazon, and SpaceX for AI infrastructure drives up corporate financing costs, signaling Wall Street fatigue. With the Japanese Government Pension Investment Fund increasing alternative asset allocations, global liquidity faces competition from government bonds and corporate needs, pressuring risk assets and determining BTC's trajectory.