WTI crude is trading near $89-$90/bbl after the recent spike, easing part of the inflation pressure that had been weighing on risk assets. That helps sentiment across crypto, metals, and high-growth tech, with BTC still holding near $86K. But this is not a clean risk-on setup. The U.S. 10Y Treasury yield remains around 5.26%, after briefly crossing 5.35%, its highest level since 2002. At those levels, the hurdle rate stays elevated for BTC, ETH, Gold, Silver, and growth equities. Lower Oil reduces one pressure point. Elevated yields keep the broader market selective. Is falling Oil enough to support the next risk-asset move, or do yields need to cool first? 👇