Oil prices today play back-and-forth, slapping people in the face. Trump directly denied that he had ever considered easing sanctions on Iran. Brent jumped more than $1 to above 103—yet just the night before, WTI had plunged 4% in a single day. Whether going long or short, everyone got beaten up. This market truly has no clear direction.
What’s interesting is Goldman Sachs’ data: Persian Gulf oil exports have already recovered to 98% of pre-war levels, and Saudi exports are even higher than the 2025 average. The fighting is fierce, but oil keeps flowing. The market will find a way out on its own—sanctions-narrative can’t hold up for too long.
An even more worth-watching signal: the Bank of Korea announced it will restart physical gold purchases in December, the first time in 13 years. The Iranian rial has already broken through 2,500,000 per 1 US dollar. Central banks’ desire to hoard safe-haven assets can’t be suppressed at all. Against this backdrop, $BTC $ETH is essentially the same trade as $XAU —war risk premium can be ignited at any moment. But once genuine ceasefire news hits, the gains can be wiped out in a single day. Tonight, keep an eye on whether the planned release of 40 million barrels from the U.S. strategic reserves actually materializes.
At this stage, position management matters more than guessing the direction—don’t get carried away.
#比特币 #以太坊 #黄金 #中东局势 #Crude oil
NFA DYOR
What’s interesting is Goldman Sachs’ data: Persian Gulf oil exports have already recovered to 98% of pre-war levels, and Saudi exports are even higher than the 2025 average. The fighting is fierce, but oil keeps flowing. The market will find a way out on its own—sanctions-narrative can’t hold up for too long.
An even more worth-watching signal: the Bank of Korea announced it will restart physical gold purchases in December, the first time in 13 years. The Iranian rial has already broken through 2,500,000 per 1 US dollar. Central banks’ desire to hoard safe-haven assets can’t be suppressed at all. Against this backdrop, $BTC $ETH is essentially the same trade as $XAU —war risk premium can be ignited at any moment. But once genuine ceasefire news hits, the gains can be wiped out in a single day. Tonight, keep an eye on whether the planned release of 40 million barrels from the U.S. strategic reserves actually materializes.
At this stage, position management matters more than guessing the direction—don’t get carried away.
#比特币 #以太坊 #黄金 #中东局势 #Crude oil
NFA DYOR