A seismic macro shock! Trump unveils an “oil nuke”—is the prelude to a raging bull market already underway?

“The tides of macro liquidity always come before the K-line euphoria.”

According to the latest fundamentals, Trump announced that the U.S. military has taken full control of the Strait of Hormuz, with crude oil shipments far exceeding pre-war levels. Meanwhile, low-priced Russian diesel is coming to the rescue, forcing U.S. refiners to slash prices across the board.

A-Yan believes this is no mere geopolitical maneuver, but a precisely targeted “nuclear strike on inflation.” As the mother of inflation, a surge in oil supply will cause CPI expectations to plunge, forcibly widening the Fed’s path to rate cuts.

Looking back at history, the 2020 oil crash was followed by a massive wave of global stimulus, and BTC shot straight up to 69,000. Now that pricing power in traditional energy is being reshaped, enormous liquidity is bound to spill over into risk assets. With commodities moving in sync, crypto is no safe haven—it’s the main battlefield for a ferocious influx of capital!

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