The night trading session just opened, and the market already can’t stay calm. Brent has again touched $108. Trump has directly rejected Iran’s proposal to reopen the Strait of Hormuz, and now the mediator can only talk with both the U.S. and Iran separately.
$BTC is basically dead straight at 83,000 dollars—honestly, if it can hold this level, that’s pretty tough.
$ZEC is the one that’s really suffering, down 12% in a single day. This is a classic sentiment-driven move: when liquidity tightens, the ones that were rallying earlier get cut first.
What’s a bit surreal is gold: with oil prices up like this, gold prices instead crashed 4% to a seven-week low. The logic isn’t complicated—energy inflation has pushed Fed rate-hike expectations back up again. On top of that, there’s PCE data due on Wednesday that adds pressure; the dollar and U.S. Treasury yields both strengthen together, and gold gets beaten down. Iran is also privately signaling that it’s basically impossible to make progress before the U.S. midterm elections in November—this sword will stay hanging.
My take: as long as oil doesn’t actually settle, $BTC will be hard-pressed to produce a decent行情. Whether 83,000 can hold depends on how Wednesday’s PCE data treats us. If you’re thinking about catching a bottom, wait a bit—have a clear plan on direction before you get too emotional.
#比特币 #加密货币 #美联储 #原油 #geopolitics
NFA DYOR
$BTC is basically dead straight at 83,000 dollars—honestly, if it can hold this level, that’s pretty tough.
$ZEC is the one that’s really suffering, down 12% in a single day. This is a classic sentiment-driven move: when liquidity tightens, the ones that were rallying earlier get cut first.
What’s a bit surreal is gold: with oil prices up like this, gold prices instead crashed 4% to a seven-week low. The logic isn’t complicated—energy inflation has pushed Fed rate-hike expectations back up again. On top of that, there’s PCE data due on Wednesday that adds pressure; the dollar and U.S. Treasury yields both strengthen together, and gold gets beaten down. Iran is also privately signaling that it’s basically impossible to make progress before the U.S. midterm elections in November—this sword will stay hanging.
My take: as long as oil doesn’t actually settle, $BTC will be hard-pressed to produce a decent行情. Whether 83,000 can hold depends on how Wednesday’s PCE data treats us. If you’re thinking about catching a bottom, wait a bit—have a clear plan on direction before you get too emotional.
#比特币 #加密货币 #美联储 #原油 #geopolitics
NFA DYOR