The biggest headline on Saturday night is still the Middle East. Iran proposed a plan: within seven days, reopen the Strait of Hormuz, in exchange for the U.S. lifting the port blockade. But Trump simply rejected it—and even told his aide that after the midterm elections in November, they’ll continue bombing. This guy really doesn’t hold back.
But a few details are worth chewing on. Traffic through the strait has already dropped to single digits, yet Saudi Arabia has pushed crude oil exports to 6 million barrels per day—the highest level since the war began. In other words, the extreme supply risk never really materialized. The panic premium priced into oil is basically fake.
My view on $BTC is simple: weekend liquidity is thin, and geopolitical news can at any time smash the chart with a long bearish wick. But inflation isn’t really coming up (Saudi has put the volume on the top), so the easing narrative hasn’t been broken. Don’t chase shorts, and don’t rush to buy the dip—just hold your spot position and wait for direction.
$ETH is even weaker in correlation. In the short term, keep your hands off and don’t use leverage.
NFA DYOR
#比特币 #BTC #以太坊 #地缘政治 #加密货币
But a few details are worth chewing on. Traffic through the strait has already dropped to single digits, yet Saudi Arabia has pushed crude oil exports to 6 million barrels per day—the highest level since the war began. In other words, the extreme supply risk never really materialized. The panic premium priced into oil is basically fake.
My view on $BTC is simple: weekend liquidity is thin, and geopolitical news can at any time smash the chart with a long bearish wick. But inflation isn’t really coming up (Saudi has put the volume on the top), so the easing narrative hasn’t been broken. Don’t chase shorts, and don’t rush to buy the dip—just hold your spot position and wait for direction.
$ETH is even weaker in correlation. In the short term, keep your hands off and don’t use leverage.
NFA DYOR
#比特币 #BTC #以太坊 #地缘政治 #加密货币