The U.S. market just opened and the news flow already exploded.
Trump made a statement at the United Nations saying he would "completely destroy" Iran. Iran’s president fired back directly: as long as sanctions aren’t lifted, no one should expect free passage through the Strait of Hormuz. The moment the words landed, WTI surged to above $92; Brent broke through $100, rising nearly 3% on the day. Honestly, this plot is even more exciting than a TV series.
Even harsher: BofA. With war-related disruptions continuing, Brent could potentially see 150. Daily charter rates for oil tankers have spiked to $1.2 million, setting a record. In the end, those costs will all be passed on to inflation.
For $BTC , a geopolitical conflict will definitely weigh on risk assets in the short term. But the narrative of stagflation plus fiat-currency depreciation is ultimately what feeds hard assets. Gold has just pulled back to 4312, which suggests there’s a wave of funds waiting to see how tonight’s U.S. stocks perform.
One more thing: Binance Alpha today listed several bStocks tokens (CYPHB, AGPUB, AMCB). The tokenization of stocks storyline hasn’t cooled down—you can watch the capital flows.
Tonight, watch two things: the sentiment at the U.S. stock open, and oil prices. $ETH should follow the broader market—don’t chase, and don’t get carried away.
NFA DYOR
#BTC #比特币 #原油 #地缘政治 #stock tokenization
Trump made a statement at the United Nations saying he would "completely destroy" Iran. Iran’s president fired back directly: as long as sanctions aren’t lifted, no one should expect free passage through the Strait of Hormuz. The moment the words landed, WTI surged to above $92; Brent broke through $100, rising nearly 3% on the day. Honestly, this plot is even more exciting than a TV series.
Even harsher: BofA. With war-related disruptions continuing, Brent could potentially see 150. Daily charter rates for oil tankers have spiked to $1.2 million, setting a record. In the end, those costs will all be passed on to inflation.
For $BTC , a geopolitical conflict will definitely weigh on risk assets in the short term. But the narrative of stagflation plus fiat-currency depreciation is ultimately what feeds hard assets. Gold has just pulled back to 4312, which suggests there’s a wave of funds waiting to see how tonight’s U.S. stocks perform.
One more thing: Binance Alpha today listed several bStocks tokens (CYPHB, AGPUB, AMCB). The tokenization of stocks storyline hasn’t cooled down—you can watch the capital flows.
Tonight, watch two things: the sentiment at the U.S. stock open, and oil prices. $ETH should follow the broader market—don’t chase, and don’t get carried away.
NFA DYOR
#BTC #比特币 #原油 #地缘政治 #stock tokenization