Tonight’s U.S. evening session—can’t blink series.
Iran has said it knows the U.S. is preparing for a new round of large-scale strikes and warned the retaliation will “continue”; Trump’s response is that he’s still in a “deciding mode,” with “very big things” coming immediately. The Strait of Hormuz remains closed. Jeddah just got hit by a Houthi ballistic missile; the Aramco storage tanks even caught fire. Interceptor missiles are running low—now they’re looking for help everywhere. On the other side, a Ukrainian drone casually hit an oil refinery on the outskirts of Moscow; oil prices went so wild that U.S. retailers have started rationing motor oil, and prices have quadrupled.
For $BTC , this is a double-edged sword. On one side, oil-price inflation plus a geopolitical premium is throwing rate-cut expectations into even more chaos—Kashkari is still saying inflation is too high, and in the short term $BTC $ETH will most likely wobble along with risk assets. On the other side, the more chaotic the fiat-currency world becomes, the tougher the narrative of “digital gold”—Wall Street is all-in bullish on gold right now, and $BTC will sooner or later get a slice.
Tonight, watch two things: Trump’s final decision on Iran, and whether there are any surprises in the U.S.-China economic and trade talks in New York. Keep your position light—don’t catch flying knives.
NFA DYOR
#比特币 #BTC #加密货币 #地缘政治 #US Federal Reserve
Iran has said it knows the U.S. is preparing for a new round of large-scale strikes and warned the retaliation will “continue”; Trump’s response is that he’s still in a “deciding mode,” with “very big things” coming immediately. The Strait of Hormuz remains closed. Jeddah just got hit by a Houthi ballistic missile; the Aramco storage tanks even caught fire. Interceptor missiles are running low—now they’re looking for help everywhere. On the other side, a Ukrainian drone casually hit an oil refinery on the outskirts of Moscow; oil prices went so wild that U.S. retailers have started rationing motor oil, and prices have quadrupled.
For $BTC , this is a double-edged sword. On one side, oil-price inflation plus a geopolitical premium is throwing rate-cut expectations into even more chaos—Kashkari is still saying inflation is too high, and in the short term $BTC $ETH will most likely wobble along with risk assets. On the other side, the more chaotic the fiat-currency world becomes, the tougher the narrative of “digital gold”—Wall Street is all-in bullish on gold right now, and $BTC will sooner or later get a slice.
Tonight, watch two things: Trump’s final decision on Iran, and whether there are any surprises in the U.S.-China economic and trade talks in New York. Keep your position light—don’t catch flying knives.
NFA DYOR
#比特币 #BTC #加密货币 #地缘政治 #US Federal Reserve