Morning Watch: Oil prices are approaching $100, BTC is consolidating below $78,400—how will the Middle East conflict reshape today’s market?

From last night into this morning, the Middle East situation has escalated again: the U.S. military destroyed five Iranian oil tankers. Iran said it will target oil tankers at ports in Kuwait and Bahrain. A Goldman Sachs report said crude flows through the Strait of Hormuz are only 70% of pre-war levels. Brent crude is edging toward the $100 mark, and risk-aversion sentiment is directly spilling over into the crypto market.

Meanwhile, BTC is trading in a tight range near $78,400. Rising bond yields are adding downward pressure. Whether $BTC can hold this key support level is the most important thing to watch today.

The AI sector is also a major focus: OpenAI used 10,000 agents to crack the Millennium Prize math problem that remained unsolved for 90 years (the Navier–Stokes equation) within 88 hours, and Jensen Huang announced that AGI has arrived. Rumors of an Anthropic valuation at a $200 billion IPO are not fading—in fact, they’re gaining traction. $ANTHROPIC -related tokens may see fluctuations today.

Security alert: Blockstream Liquid Network suffered the theft of $320 million in BTC. The hacker is in talks with developers and has promised to fix the vulnerability and return the funds after patching. Users holding Liquid tokens, please pay attention to asset safety.

Today to watch: At 09:30 Beijing time, China’s August CPI/PPI data will be released—this is a crucial window for the battle between bulls and bears.

What do you think? A. Middle East risk suppresses the market—continue to watch from the sidelines B. A dip-buying opportunity—support lies below 78K C. Risk-off first—rotate to USDT/USDC

⚠️ Not investment advice—please judge risks for yourself.

#比特币 #加密货币 #行情分析 #中东局势 #AI