The US market just opened. Let’s quickly sort out today’s chaotic geopolitical “stew”—the storyline is even more thrilling than a TV drama.
The Middle East is really blowing up: Houthi forces struck Riyadh; Saudi Aramco’s storage tanks reportedly caught fire; interceptor missiles are running low; unusually, they’ve asked Israel for help, and Trump returned to the White House a day early to take charge. On the eastern front, Ukraine isn’t idle either—drones directly hit a refinery in the outskirts of Moscow. Keeping oil prices stable will be tough.
What’s even harsher is coming next: the US House of Representatives has passed a bill authorizing up to a 100% tariff on countries buying Russian oil. China and India are both in the crosshairs. Trump also signed a new sanctions law targeting Russia and Iran on the side. Inflation expectations are likely to get reignited again—$BTC ’s anti-inflation narrative is basically just getting a sequel.
There’s also something easy to overlook: Coinbase filed application documents for Apple and Nvidia equity perpetual contract(s). The share price jumped 12% straight away. Once US stock perps get running, that wall between crypto and TradFi is truly going to fall. The logic that these infrastructure tokens—$ETH $SOL —are set to benefit seems pretty coherent.
Personal take: in the short term, sentiment will definitely track oil prices and missiles flying—$BTC is likely to keep chopping and washing people out as it oscillates. The real opportunity will be in the pullback after panic eases—don’t chase; keep some ammunition.
NFA, DYOR
#BTC #加密货币 #地缘政治 #比特币 #行情分析
The Middle East is really blowing up: Houthi forces struck Riyadh; Saudi Aramco’s storage tanks reportedly caught fire; interceptor missiles are running low; unusually, they’ve asked Israel for help, and Trump returned to the White House a day early to take charge. On the eastern front, Ukraine isn’t idle either—drones directly hit a refinery in the outskirts of Moscow. Keeping oil prices stable will be tough.
What’s even harsher is coming next: the US House of Representatives has passed a bill authorizing up to a 100% tariff on countries buying Russian oil. China and India are both in the crosshairs. Trump also signed a new sanctions law targeting Russia and Iran on the side. Inflation expectations are likely to get reignited again—$BTC ’s anti-inflation narrative is basically just getting a sequel.
There’s also something easy to overlook: Coinbase filed application documents for Apple and Nvidia equity perpetual contract(s). The share price jumped 12% straight away. Once US stock perps get running, that wall between crypto and TradFi is truly going to fall. The logic that these infrastructure tokens—$ETH $SOL —are set to benefit seems pretty coherent.
Personal take: in the short term, sentiment will definitely track oil prices and missiles flying—$BTC is likely to keep chopping and washing people out as it oscillates. The real opportunity will be in the pullback after panic eases—don’t chase; keep some ammunition.
NFA, DYOR
#BTC #加密货币 #地缘政治 #比特币 #行情分析