2026-03-17 09:00 UTC | BLOCK 940993 BITCOIN $74,192 | GOLD $4,982 1. Bessent opens Hormuz to Iranian oil tankers -- Treasury Secretary told CNBC US allowing Iranian tankers through strait "to supply the rest of the world." -- De-escalates supply crisis with WTI at $96.18, down from $100.75; eases inflation pressure hours before FOMC decision. 2. Equities surge, yields ease ahead of Fed -- Dow rallied ~400 points Monday; 10-year yield fell to 4.23% from 4.28%, DXY broke below 100 to 99.73. -- Risk appetite returning as oil retreats; BTC $74,192 holding war-era highs with macro shifting from panic to positioning. 3. IEA declares largest oil supply disruption in history -- Agency slashed 2026 global supply growth forecast from 2.4M to 1.1M bpd on Iran war damage. -- Bessent's tanker relief and 172M-barrel SPR drawdown are patches; Hormuz locked at 100%, ceasefire frozen at 13%.