Tonight’s U.S. evening session play is all tied to oil prices.
Just as Trump spoke at the UN and said he would “level” Iran, the U.S. and Iran representatives were already secretly meeting in New York for three hours. On Iran’s side, they also set conditions for reopening the Strait of Hormuz. The market understood instantly and reversed all the geopolitical premium: Brent slipped below $99, and onshore SC crude fell 4% in a day, breaking below 700. Think about it—just a few days ago, tanker freight rates were setting a record of $1.2 million a day. The theme is: faces change faster than flipping a book.
Let me share my own take: don’t rush to guess one-direction moves. If Bank of America says the situation is volatile, then Brent could be seen at 150. The negotiation table and the battlefield can switch at any time—high volatility is the norm. Chasing longs or shorts can easily earn you a slap.
But for $BTC $ETH , a pullback in oil prices is like loosening inflation pressure—giving the Fed a chance to breathe. Risk assets, on the other hand, may have a hidden tailwind. Also notice that Binance has just listed AMCB and other U.S.-stock tokenized trading pairs. The RWA track has been quietly accelerating, and it’s worth keeping an eye on.
$BTC $ETH $SOL
#比特币 #加密货币 #原油 #地缘政治 #RWA
NFA DYOR
Just as Trump spoke at the UN and said he would “level” Iran, the U.S. and Iran representatives were already secretly meeting in New York for three hours. On Iran’s side, they also set conditions for reopening the Strait of Hormuz. The market understood instantly and reversed all the geopolitical premium: Brent slipped below $99, and onshore SC crude fell 4% in a day, breaking below 700. Think about it—just a few days ago, tanker freight rates were setting a record of $1.2 million a day. The theme is: faces change faster than flipping a book.
Let me share my own take: don’t rush to guess one-direction moves. If Bank of America says the situation is volatile, then Brent could be seen at 150. The negotiation table and the battlefield can switch at any time—high volatility is the norm. Chasing longs or shorts can easily earn you a slap.
But for $BTC $ETH , a pullback in oil prices is like loosening inflation pressure—giving the Fed a chance to breathe. Risk assets, on the other hand, may have a hidden tailwind. Also notice that Binance has just listed AMCB and other U.S.-stock tokenized trading pairs. The RWA track has been quietly accelerating, and it’s worth keeping an eye on.
$BTC $ETH $SOL
#比特币 #加密货币 #原油 #地缘政治 #RWA
NFA DYOR