Woke up in the early hours and saw a ridiculous headline: the US directly sanctioned an Iranian crypto exchange, claiming it helped process payments for oil tankers in the Strait of Hormuz. With the Middle East in such chaos, they even precisely named the on-chain payment channels—honestly, I didn’t see that coming.

What’s even more interesting is the Fed side: since 2023, it has raised rates for the first time, yet the crypto market didn’t drop at all. $BTC even rose 0.88% and climbed above $76,000. $ZEC is even more extreme—after Paradigm disclosed its holdings, it surged 23% in one go to a new all-time high. The market simply isn’t playing by the textbook.

Here’s my take: oil prices broke through 100, diesel prices hit new highs, and inflation pressure is obvious—but instead of fleeing, money is treating crypto as a hedge. That narrative is pretty surreal. With war risk premiums and weakening trust in fiat, the hard-asset story will only get easier to tell.

Still, let me advise you: with a single-day move like $ZEC ’s 23%, chasing in now is likely to make you the bag holder. Watch the action for fun, and keep your powder dry—don’t let FOMO get you when the news is at its hottest.

NFA DYOR

#比特币 #加密货币 #美联储 #中东局势 #Zcash