Oil prices have exploded again. Today, three ships were attacked in the Strait of Hormuz in succession. Brent jumped directly 3% to above $98, and briefly even touched $103 during the session—my scalp was tingling.
Even more surreal: Trump denied that he traded easing sanctions for concessions on the Iranian nuclear issue, but data from Goldman Sachs and JPMorgan shows that Middle East crude oil exports have already recovered to 98% of pre-war levels. Getting bombed and unloading like crazy—this supply-chain resilience is something else.
So what does it mean for crypto? $BTC has a clearly visible linkage with crude oil recently. Oil prices are high = inflation expectations are back on the rise = the Fed’s rate-cut path is getting complicated again. While U.S. stocks at the end of the U.S. session are still green, risk assets are clearly lacking momentum. The EIA is still putting on a show: crude inventories unexpectedly increased by 922,000 barrels, but strategic reserves have already fallen to their lowest level since 1982—there aren’t many cards left.
Next, look at the Iranian rial: 2.5 million to 1 US dollar, a historical extreme. When the fiat currency collapses, it doesn’t even blink. Every time I see news like this, I understand better why some people go all-in on crypto.
After the U.S. session ends, it’s all about whether Asia trading can hold steady. For the short term, don’t rush to chase—let the bullets fly for a bit.
NFA DYOR
#BTC #比特币 #原油 #宏观行情 #币安广场
Even more surreal: Trump denied that he traded easing sanctions for concessions on the Iranian nuclear issue, but data from Goldman Sachs and JPMorgan shows that Middle East crude oil exports have already recovered to 98% of pre-war levels. Getting bombed and unloading like crazy—this supply-chain resilience is something else.
So what does it mean for crypto? $BTC has a clearly visible linkage with crude oil recently. Oil prices are high = inflation expectations are back on the rise = the Fed’s rate-cut path is getting complicated again. While U.S. stocks at the end of the U.S. session are still green, risk assets are clearly lacking momentum. The EIA is still putting on a show: crude inventories unexpectedly increased by 922,000 barrels, but strategic reserves have already fallen to their lowest level since 1982—there aren’t many cards left.
Next, look at the Iranian rial: 2.5 million to 1 US dollar, a historical extreme. When the fiat currency collapses, it doesn’t even blink. Every time I see news like this, I understand better why some people go all-in on crypto.
After the U.S. session ends, it’s all about whether Asia trading can hold steady. For the short term, don’t rush to chase—let the bullets fly for a bit.
NFA DYOR
#BTC #比特币 #原油 #宏观行情 #币安广场