Oil prices are about to reach $100, and only dropped 1% after $BTC —pretty interesting.
In the morning Asia session, I saw a full round of developments: on the U.S.-Iran front, tensions continue to escalate. Iran has designated the Strait of Hormuz as a restricted zone. Brent crude closed above $97. Saudi Aramco’s facilities were hit again, and Goldman Sachs said that if the situation deteriorates further, oil prices could see $120. Risk-off sentiment is fully in play, and gold has moved above 4400.
Now look at $BTC —it’s down less than 1%, which is tougher than the Dow Jones futures (-300 points). Central banks have been buying gold for 22 straight months, and the “digital gold” narrative is back on the table. In this bout of geopolitical friction, BTC’s relative resilience is indeed validating some things.
One more juicy bit: the Liquid Network’s Federal Reserve was “moved out” by “white hats,” taking 4,000枚 of $BTC . Whether they’re truly “white hats” or not, the multi-sig custody risk has once again been taught a lesson. Self-custody never loses.
This week also brings CPI/PPI. Trump is pushing for the Fed to cut rates, yet the bond market is pricing a rate hike by year-end—more surreal than the crypto world. Volatility won’t stay low, so manage your position sizes.
NFA DYOR
#BTC #比特币 #地缘政治 #宏观经济 #加密货币
In the morning Asia session, I saw a full round of developments: on the U.S.-Iran front, tensions continue to escalate. Iran has designated the Strait of Hormuz as a restricted zone. Brent crude closed above $97. Saudi Aramco’s facilities were hit again, and Goldman Sachs said that if the situation deteriorates further, oil prices could see $120. Risk-off sentiment is fully in play, and gold has moved above 4400.
Now look at $BTC —it’s down less than 1%, which is tougher than the Dow Jones futures (-300 points). Central banks have been buying gold for 22 straight months, and the “digital gold” narrative is back on the table. In this bout of geopolitical friction, BTC’s relative resilience is indeed validating some things.
One more juicy bit: the Liquid Network’s Federal Reserve was “moved out” by “white hats,” taking 4,000枚 of $BTC . Whether they’re truly “white hats” or not, the multi-sig custody risk has once again been taught a lesson. Self-custody never loses.
This week also brings CPI/PPI. Trump is pushing for the Fed to cut rates, yet the bond market is pricing a rate hike by year-end—more surreal than the crypto world. Volatility won’t stay low, so manage your position sizes.
NFA DYOR
#BTC #比特币 #地缘政治 #宏观经济 #加密货币