The US military's two aircraft carriers are approaching the Middle East, and Bitcoin has broken through the 110,000 mark!
Military changes: Nimitz's "death charge"
The oldest aircraft carrier in active service of the US Navy, the "Nimitz", suddenly turned around and headed for the Middle East, carrying 4 destroyers and 5,000 soldiers directly to the Persian Gulf, and will form a double aircraft carrier strike group with the "Carl Vinson"
Simultaneously mobilized 30 KC-135/KC-46 tankers to cross the Atlantic - this is a landmark move for the US military to intervene in large-scale air strikes
The conflict has become white-hot:
Iran launched more than 370 missiles at Israel, destroying 30 facilities including refineries, and the Israeli side suffered 24 deaths and 592 injuries
Israel launched air strikes on Iranian nuclear facilities, and the ground buildings of the Natanz uranium enrichment plant were destroyed;
The Strait of Hormuz is in danger! 3 oil tankers caught fire in the Gulf of Oman, Iran threatens to "block the Strait"
Capital secret war: BTC becomes the biggest winner
Amid soaring geopolitical risks, Bitcoin surged to $108,900 today, with a net inflow of $2.8 billion in ETFs in a single week, and the on-chain whale address increased its holdings by more than 18,000 BTC
On the other hand, in the traditional market:
Crude oil opened high and fell, WTI and Brent plummeted by 3%, and the main contract funds reduced their positions by more than 100,000 lots
Gold surged and fell, and the spot price gave up the intraday gains
Military stocks rose alone: the US Defense ETF (ITA) soared 32% within the month, and the stock price of South Korean ammunition dealer Fengshan soared 60% on the 4th
The logic is naked: war = BTC demand surge. Institutions are copying the 2022 Russia-Ukraine conflict script - when missiles fly over, Bitcoin is the digital version of Swiss gold bars
Three major explosive points: retail investors must keep an eye on
Hormuz blockade black swan
If Iran cuts off the Strait, oil prices will soar to $100 per barrel
The US military's exit time window
After the dual aircraft carriers are in place, the US military has the strike capability of 200 carrier-based fighters. Former British naval officer Tom Sharp warned:
Major operations require two aircraft carriers in place, which is a hard indicator for intervention in the war
On-chain whales move
Today, a mysterious address was monitored to recharge 12,000 BTC to Binance, and it is suspected that the institution hedged the geopolitical risks in advance
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