Geopolitical tension in the Strait of Hormuz rattled global markets overnight, pulling Bitcoin back from key resistance. Meanwhile, the SEC's new 2026 agenda signals a shift toward regulatory clarity, Coinbase expands into UK equities, and meme coin CASHCAT explodes 476% on a Robinhood-themed narrative. Here's everything moving the market today.

In the last 24 hours, Bitcoin topped $72,750 on a U.S.-Iran ceasefire deal, Morgan Stanley launched its spot Bitcoin ETF with $30M in day-one inflows, and Wells Fargo filed a trademark for its own stablecoin. The institutions aren't coming — they're already here. Here's everything you need to know.