Two things came together last night to push oil prices higher: First, the Russia-Ukraine energy ceasefire failed to materialize, and an oil tanker incident in the Strait of Hormuz sent Brent surging to $107 and WTI above $94. Fed’s Hammack piled on that same evening, saying rates “need to keep going up,” and fears of a rebound in inflation surged overnight. Second, $BTC briefly jumped to $84,254, then promptly fell below the middle band on the 4-hour chart. It’s now hovering around $82,000, down 1.96% over 24 hours. On the Chinese-speaking side, institutional access channels are accelerating: the Moscow Exchange plans to list $BTC spot trading, and South Korea’s Jeonbuk Bank plans to offer BTC-backed loans—a mix of suppression and groundwork being laid.

At today’s open, keep an eye on $82,000. Holding there gives buyers confidence to take on the sell wall around $84,000; a break below would mean looking for support around $80,000.

#中东避险 #BTC回调 #Morning briefing