The international situation’s plot is getting more and more exciting.
On the Iran side, their moves are pretty interesting. They claim they won the war, but the Strait of Hormuz is still stuck there. Oil prices have just taken off—Brent is nearing $89, and WTI is hovering around $83.
In the face of this kind of geopolitical risk, $BTC actually looks more resilient. That’s the allure of a safe-haven asset. Look at China’s side too—pre-positioning for Iranian oil was indeed a bit forward-looking, and it looks like the bet paid off.
In the Asian trading session, funds are usually more cautious. But now, with all kinds of uncertainties piling up, it’s actually fueling demand for hedges. Oil rising → inflation expectations → demand for inflation-hedging assets—the logic chain is quite clear.
Trump’s camp also isn’t quiet. There are moves to scale down joint military drills between the US and South Korea, and the political chess game behind it is pretty complicated. In any case, right now both risk assets and safe-haven assets are trying to find a balance.
One last line: the market is never short of black swans; what it lacks are people who can lock in profits before the black swan arrives.
#Bitcoin #Crypto #原油 #地缘政治 #safe-haven asset
NFA DYOR
On the Iran side, their moves are pretty interesting. They claim they won the war, but the Strait of Hormuz is still stuck there. Oil prices have just taken off—Brent is nearing $89, and WTI is hovering around $83.
In the face of this kind of geopolitical risk, $BTC actually looks more resilient. That’s the allure of a safe-haven asset. Look at China’s side too—pre-positioning for Iranian oil was indeed a bit forward-looking, and it looks like the bet paid off.
In the Asian trading session, funds are usually more cautious. But now, with all kinds of uncertainties piling up, it’s actually fueling demand for hedges. Oil rising → inflation expectations → demand for inflation-hedging assets—the logic chain is quite clear.
Trump’s camp also isn’t quiet. There are moves to scale down joint military drills between the US and South Korea, and the political chess game behind it is pretty complicated. In any case, right now both risk assets and safe-haven assets are trying to find a balance.
One last line: the market is never short of black swans; what it lacks are people who can lock in profits before the black swan arrives.
#Bitcoin #Crypto #原油 #地缘政治 #safe-haven asset
NFA DYOR