The United States is bombing Iran! Keep an eye on your risky assets!
1️⃣ Bitcoin/safe-haven assets
The war escalates, and risk aversion is suddenly overwhelming. Recently, Bitcoin🪙 has the opportunity to get the "digital gold" halo, and may usher in capital influx in the short term. Although BTC may pull back to test support first, the medium-term bullish pattern is confirmed!
2️⃣ U.S. stocks/risky assets
S&P futures fell slightly📉, and technology stocks were highly volatile. But the inertia of "pullback after one hit" still exists. If the conflict👊 is controllable, U.S. stocks may turn around and rebound. Don't blindly sell, first look at the negotiation situation in the next few days.
3️⃣ Crude oil/commodities
Oil prices⛽️strong rebound! Brent has risen by about 18% this week, and U.S. oil is approaching $75 per barrel. The expectation of geopolitical impact is superimposed on supply concerns. If Hormuz explodes, it may rush to 90+ again, and even provoke global inflation expectations.
The key is how Iran 🇮🇷 will react. Will the US military send ground troops directly? What do you think?