Projects, Experiments, and Notes

Market Pulse

Energy shock from the Iran war remains the dominant force across markets, pushing fuel and shipping costs sharply higher just as growth data starts to cool. Equities are attempting to stabilize after March’s drawdown, but every jump in crude tightens financial conditions and caps how far valuations can stretch. Crypto has quietly regained momentum, with Bitcoin back near record highs, yet liquidity is increasingly selective and favors larger, more established assets over speculative fringe tokens. In this backdrop, the coming week is likely to reward disciplined risk-taking and focus on resilient cash-flow stories rather than broad, indiscriminate exposure to “risk assets.”

Updated Apr 21, 2026 · Weekly Market Overview - 4/20/26