#以色列伊朗冲突

Today's market has two main factors. First, the geopolitical conflict in the Middle East has entered a relatively fragile ceasefire phase, and the market generally expects that the Strait of Hormuz will not be blocked. This continues yesterday's judgment, and the addition of the ceasefire agreement further relaxes market sentiment, driving up the price of Bitcoin.

Secondly, there was a hearing attended by Powell, and the overall information was relatively small, which can be summarized as follows: the main reason for not cutting interest rates is the inflation pressure brought about by tariffs. A rate cut in July is almost not under discussion, but September may become a window for policy adjustment. The performance of the U.S. economy remains strong, the job market is robust, and the Federal Reserve does not need to cut rates to alleviate pressure on the employment front.

Overall, as long as the ceasefire agreement does not collapse and oil prices remain stable, the current trend of Bitcoin remains optimistic, but it is still necessary to be alert to potential fluctuations brought about by geopolitical risks.