💥Something big has happened in the Strait of Hormuz.
The Iranian Revolutionary Guard Corps Navy has just announced strikes on 3 tankers and 3 U.S.-linked vessels, saying it was in response to the earlier U.S. attack on three Iranian tankers. So far, the U.S. side has not publicly confirmed this.
This is a real military escalation, not the kind of verbal sparring we saw before. The 60-day U.S.-Iran negotiation window you were following in June now looks basically broken.
Pay attention to the impact on the market:
- When markets open on Monday, crude oil is very likely to gap up, and risk-off sentiment will first hit risk assets hard
- In the early stage of the conflict, BTC may fall along with risk assets (a liquidity squeeze), and only later may it shift toward the safe-haven narrative
- Gold may benefit at first, but it also depends on the intensity of the U.S. response
#俄乌同时宣布停火3天 $BTC
The Iranian Revolutionary Guard Corps Navy has just announced strikes on 3 tankers and 3 U.S.-linked vessels, saying it was in response to the earlier U.S. attack on three Iranian tankers. So far, the U.S. side has not publicly confirmed this.
This is a real military escalation, not the kind of verbal sparring we saw before. The 60-day U.S.-Iran negotiation window you were following in June now looks basically broken.
Pay attention to the impact on the market:
- When markets open on Monday, crude oil is very likely to gap up, and risk-off sentiment will first hit risk assets hard
- In the early stage of the conflict, BTC may fall along with risk assets (a liquidity squeeze), and only later may it shift toward the safe-haven narrative
- Gold may benefit at first, but it also depends on the intensity of the U.S. response
#俄乌同时宣布停火3天 $BTC
