Good morning, friends of Asian-style spread betting. Last night’s UN General Assembly delivered nonstop highlights—Trump told global leaders that Iran must either start talking soon or face “destruction,” and then, turning around, a U.S. official sat down in New York with the Iranian delegation—first time since June. Toughest words out in the open, olive branch in hand—this kind of move is all too familiar.
Even more surreal: diesel prices hit a historical high, and Trump directly called for a ban on diesel exports. Then BofA added the finishing touch: if military tensions involving Iran continue to disrupt, Brent could rise to $150. This energy-inflation fire—looks like it’s about to catch again.
But oil prices, oddly enough, kept falling for five straight days. With the Saudi pipeline resuming and Hormuz transit volumes rebounding, the market briefly breathed easier. The placement of $BTC in all this is particularly delicate: geopolitical risk plus energy inflation—exactly the script for “digital gold.” Unfortunately, today’s coin price is more tightly linked with Nasdaq than with gold. The Nasdaq hit a new high, the S&P 500 is flat, and risk appetite is still alive—$ETH also got to catch its breath.
Personal view: in the short term, don’t let headlines lead you around. Threats and negotiations can flip back and forth at any time. But if energy costs truly get out of control, there’s no good news for risk assets. Keep some room in your position, and wait until the direction becomes clear before acting.
NFA DYOR
#BTC #ETH #宏观经济 #地缘政治 #Bitcoin
Even more surreal: diesel prices hit a historical high, and Trump directly called for a ban on diesel exports. Then BofA added the finishing touch: if military tensions involving Iran continue to disrupt, Brent could rise to $150. This energy-inflation fire—looks like it’s about to catch again.
But oil prices, oddly enough, kept falling for five straight days. With the Saudi pipeline resuming and Hormuz transit volumes rebounding, the market briefly breathed easier. The placement of $BTC in all this is particularly delicate: geopolitical risk plus energy inflation—exactly the script for “digital gold.” Unfortunately, today’s coin price is more tightly linked with Nasdaq than with gold. The Nasdaq hit a new high, the S&P 500 is flat, and risk appetite is still alive—$ETH also got to catch its breath.
Personal view: in the short term, don’t let headlines lead you around. Threats and negotiations can flip back and forth at any time. But if energy costs truly get out of control, there’s no good news for risk assets. Keep some room in your position, and wait until the direction becomes clear before acting.
NFA DYOR
#BTC #ETH #宏观经济 #地缘政治 #Bitcoin