Trump has spoken: the mines in the Strait of Hormuz have all been cleared, and Iran is also negotiating temporary shipping lanes with Oman. This round of geopolitical risk seems to have been quickly worked off.
The crude oil market reacted pretty directly. Brent crude fell below $87 per barrel. In China, the integrated refining and chemical sector plunged collectively. Fuel oil at one point was down more than 8%, and SC crude also fell by more than 6%. The speed at which this “black swan” fades is faster than I expected.
For $BTC , the cooling of risk-averse sentiment may lead to a short-term correction. But don’t panic—fundamentals haven’t changed. This is just a sentiment-driven adjustment. Once the agreement is implemented, traditional risk assets are likely to see a rebound.
Changes are happening fast, but the long-term logic hasn’t changed. Do what you’re supposed to do—don’t let short-term volatility throw off your rhythm.
#加密货币 #地缘政治 #BTC #市场分析 #宏观经济
NFA DYOR
The crude oil market reacted pretty directly. Brent crude fell below $87 per barrel. In China, the integrated refining and chemical sector plunged collectively. Fuel oil at one point was down more than 8%, and SC crude also fell by more than 6%. The speed at which this “black swan” fades is faster than I expected.
For $BTC , the cooling of risk-averse sentiment may lead to a short-term correction. But don’t panic—fundamentals haven’t changed. This is just a sentiment-driven adjustment. Once the agreement is implemented, traditional risk assets are likely to see a rebound.
Changes are happening fast, but the long-term logic hasn’t changed. Do what you’re supposed to do—don’t let short-term volatility throw off your rhythm.
#加密货币 #地缘政治 #BTC #市场分析 #宏观经济
NFA DYOR