There’s new developments in the Strait of Hormuz again. Trump directly called out “that sucker is open,” and it looks like the strait may be reopened. After this news broke, both oil prices and LNG prices rose, and Qatar also announced an extension of the force majeure clause for another month.

On the macro front, the Trump administration is working on AI regulations, restricting China’s access to chips—something that both the tech industry and the crypto community need to keep a close eye on. The U.S.-Iran conflict has been going on for half a year with no end in sight. U.S. naval forces have been blocking shipments, so Iran can’t get even a single barrel of oil out; now they’re switching to economic pressure.

Ukraine hasn’t been idle either, continuing to strike Russia’s refineries, which has led Russia into a second round of gasoline shortages. With geopolitics in turmoil, risk-off sentiment has pushed up BTC.

So the situation right now is: an unstable energy supply chain + escalating technology containment + ongoing geopolitical conflicts. Where will the money flow? Most likely, into hard assets.

With this move, $BTC $ETH may continue to strengthen, and energy-related tokens are also worth watching. NFA DYOR

#比特币 #以太坊 #地缘政治 #宏观经济 #加密货币