Brent has climbed back above $100.
Trump made a speech at the UN vowing to “totally destroy” Iran. Iran responded immediately and firmly: the Strait of Hormuz will stay closed unless the U.S. agrees to seven conditions—no exceptions. The verbal sparring is getting fiercer and fiercer. WTI even touched 92, and Brent has broken back above $100.
Even more bizarre is oil tanker freight: a single day reached $1.2 million, setting a record high. Bank of America also chimed in saying Brent could go as high as 150. After diesel prices skyrocketed, Trump even started thinking about banning diesel exports—who would have dared imagine that a few years ago?
For $BTC , it’s a double-edged sword: the safe-haven narrative is a long-term positive, but in a macro panic, risk assets are still getting hit in the short term. Gold, meanwhile, is actually slipping today, hovering around 4310, with funds repeatedly hopping around in crowded trades.
One more thing: Binance Alpha has recently onboarded several bStocks tokenized stocks—AMC has even been put on-chain. You can clearly see the heat on the RWA track.
Don’t rush to bottom-fish before the war premium has fully worked through. Keep your hands to yourself—position sizing matters more than direction.
NFA DYOR
#BTC #比特币 #地缘政治 #油价 #RWA
Trump made a speech at the UN vowing to “totally destroy” Iran. Iran responded immediately and firmly: the Strait of Hormuz will stay closed unless the U.S. agrees to seven conditions—no exceptions. The verbal sparring is getting fiercer and fiercer. WTI even touched 92, and Brent has broken back above $100.
Even more bizarre is oil tanker freight: a single day reached $1.2 million, setting a record high. Bank of America also chimed in saying Brent could go as high as 150. After diesel prices skyrocketed, Trump even started thinking about banning diesel exports—who would have dared imagine that a few years ago?
For $BTC , it’s a double-edged sword: the safe-haven narrative is a long-term positive, but in a macro panic, risk assets are still getting hit in the short term. Gold, meanwhile, is actually slipping today, hovering around 4310, with funds repeatedly hopping around in crowded trades.
One more thing: Binance Alpha has recently onboarded several bStocks tokenized stocks—AMC has even been put on-chain. You can clearly see the heat on the RWA track.
Don’t rush to bottom-fish before the war premium has fully worked through. Keep your hands to yourself—position sizing matters more than direction.
NFA DYOR
#BTC #比特币 #地缘政治 #油价 #RWA