In the U.S. premarket, oil prices are still bouncing around at the $100 mark. The Strait of Hormuz is effectively jammed: supertanker charter rates have surged to $1.03 million per day—five times what they were before the war. On the weekend, only 17 commercial vessels crossed the entire strait; normally that would be 125 ships in a day. Saudi Aramco doesn’t seem worried—on Sunday it loaded 14 million barrels of crude oil in the Persian Gulf for export in one go.
What’s even more worrying is that these oil prices are being poured straight into inflation. The Fed’s Goolsbee said plainly that if inflation can’t be brought down, rates must be clearly raised. $100 oil paired with a hawkish statement—$BTC and the U.S. stock market getting squeezed together isn’t exactly undeserved. Liquidity is basically a rope pulling the same lemmings.
As for crypto, there’s a solid piece of news: Kraken’s parent company, Payward, plans to bring the $HYPE HIP-3 market to the United States. They already had an average of $9 billion in open interest in Q2. The compliance landing of a perp DEX is a signal worth more than the price itself. The ECB has also rolled out the digital euro for tokenized interbank payments, meaning both sides of the RWA line are stepping on the gas.
My take: in the short term, macro is still the boss. If $BTC can’t get Iran negotiations to line up, there’s no denying it. But if oil prices pull back, you can breathe a little. For something like $HYPE with solid fundamentals, better to hold and watch than chase—don’t buy the highs.
NFA DYOR
#BTC #Hyperliquid #RWA #油价 #美联储
What’s even more worrying is that these oil prices are being poured straight into inflation. The Fed’s Goolsbee said plainly that if inflation can’t be brought down, rates must be clearly raised. $100 oil paired with a hawkish statement—$BTC and the U.S. stock market getting squeezed together isn’t exactly undeserved. Liquidity is basically a rope pulling the same lemmings.
As for crypto, there’s a solid piece of news: Kraken’s parent company, Payward, plans to bring the $HYPE HIP-3 market to the United States. They already had an average of $9 billion in open interest in Q2. The compliance landing of a perp DEX is a signal worth more than the price itself. The ECB has also rolled out the digital euro for tokenized interbank payments, meaning both sides of the RWA line are stepping on the gas.
My take: in the short term, macro is still the boss. If $BTC can’t get Iran negotiations to line up, there’s no denying it. But if oil prices pull back, you can breathe a little. For something like $HYPE with solid fundamentals, better to hold and watch than chase—don’t buy the highs.
NFA DYOR
#BTC #Hyperliquid #RWA #油价 #美联储