Before the US session opens, look at oil. Brent has climbed back above $100; WTI touched 92. The trigger is still the back-and-forth between the US and Iran—at the UN General Assembly, Trump said he would “eliminate” Iran, and Iran shot back directly: if sanctions aren’t lifted, they won’t be able to freely transit the Strait of Hormuz. Oil tanker freight has already surged to $1.2 million per day, a record high.
Even harsher is a Bank of America scenario: if the war-related disruption continues, Brent could surge to 150. Diesel prices have hit a historical high of $6.53 per gallon, and Trump has started thinking about banning diesel exports. With inflation already feeding the fire, it’s clearly burning in front of your eyes.
For $BTC , this is an old script: energy costs push fiat purchasing power lower, and under a “hard inflation” narrative, capital always looks for an exit. After gold spiked, it pulled back to around 4310; with hot money spilling out, crypto may be able to catch at least a bit of it. Also, I saw that on Binance Alpha, it jumped several bStocks stock tokens in one go—$AMCB can even buy them on-chain. Along the RWA line, the thinner the storyline gets, the more intensely the market keeps burning. Kinda interesting.
My take: the geopolitical premium won’t come down in the short term; volatility is the norm. Don’t go all-in—keep some “bullets” and wait for a better spot.
NFA DYOR
#BTC #加密货币 #地缘政治 #RWA #币安广场
Even harsher is a Bank of America scenario: if the war-related disruption continues, Brent could surge to 150. Diesel prices have hit a historical high of $6.53 per gallon, and Trump has started thinking about banning diesel exports. With inflation already feeding the fire, it’s clearly burning in front of your eyes.
For $BTC , this is an old script: energy costs push fiat purchasing power lower, and under a “hard inflation” narrative, capital always looks for an exit. After gold spiked, it pulled back to around 4310; with hot money spilling out, crypto may be able to catch at least a bit of it. Also, I saw that on Binance Alpha, it jumped several bStocks stock tokens in one go—$AMCB can even buy them on-chain. Along the RWA line, the thinner the storyline gets, the more intensely the market keeps burning. Kinda interesting.
My take: the geopolitical premium won’t come down in the short term; volatility is the norm. Don’t go all-in—keep some “bullets” and wait for a better spot.
NFA DYOR
#BTC #加密货币 #地缘政治 #RWA #币安广场