🌙 Late-Night Review | Geopolitical Storm Clouds Gather, $BTC Under Pressure and Poised to Move

Markets were gripped by developments in the Middle East tonight: Iran’s Islamic Revolutionary Guard Corps announced it would “soon block” the “illegal shipping lanes” in the Strait of Hormuz. Oil tankers have been attacked nine times this month, sending oil prices surging. UBS seized on the moment to raise its year-end Brent crude forecast to $100. As safe-haven sentiment grew, $BTC briefly fell below the $84,000 mark. Yields on 10- and 30-year U.S. Treasuries surged to their highest levels since 2002, while global gold ETFs attracted a record $31 billion in the third quarter—capital is collectively seeking shelter.

The crypto world had its bright spots: the Winklevoss twins filed an S-1 with the SEC for a $ZEC spot ETF, aiming for a Nasdaq listing. INJ had three wins in one week—its Robinhood listing, an application for a staking ETF, and on-chain trading volume surpassing 3 billion transactions. Others are heading for the exit: the Blast network officially announced it is shutting down, and Coinbase will delist $BLAST on October 20. Holders should take action as soon as possible.

On the macro front, U.S. September nonfarm payrolls fell short of expectations, and markets put the odds of the Fed staying on hold in October at 83%. Risk assets face short-term pressure, and volatility may increase in the early hours. Keep position sizes under control and wait for a clearer direction.

NFA | DYOR

#比特币 #BTC #加密货币 #ZEC #Geopolitics