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Oil prices are fast nearing $100, and $BTC is still clinging on at 78.3K

Things are really lively on the US evening session. The Houthi armed forces directly bombed Saudi Aramco’s refinery; Brent jumped to $98. Goldman Sachs also conveniently raised its oil price forecast by another $5. With the situation in the Middle East like this, it’s unlikely to calm down anytime soon in the short term.

The impact on crypto markets is actually very direct. Cointelegraph has weighed in: $BTC is testing the key support at 78.3K. Honestly, this level is quite delicate—people used to call Bitcoin a safe-haven asset, but now it looks more like a high-beta risk asset. When oil rises and the Dow falls (it wiped out more than 500 points last night), capital runs faster than anyone.

But there’s another angle that’s interesting too: in August, the People’s Bank of China continued to increase its gold holdings to set fresh records, and LME copper hit an all-time high. The market is crazily hunting for hard assets—so it comes down to whether you believe $BTC can catch this baton.

My take is simple and brutal: if 78.3K breaks down, don’t catch the flying knife. If it holds, then it’s worth paying attention. The US also keeps sanctioning IranAir and tightening restrictions further. As long as geopolitical risk doesn’t fully go away, volatility won’t be small—manage your position size.

NFA DYOR

#BTC #比特币 #地缘政治 #原油 #加密货币

The moment the US market opened, it hit you with the maximum pressure— the Dow immediately dumped by over 500 points.

The reason is the same old script: the Houthis launched a night raid on several facilities of Saudi Aramco. More than 70 people were injured. Brent jumped straight to $98, and the $100 mark is now close at hand. Over on Iran’s side, it’s even worse—the oil stockpiled at sea has been burned down from 90 million barrels to 29 million barrels, and the U.S. is not letting even an inch through its blockade line.

$BTC is now stuck on the key support at 78.3K, and $ETH is getting pinned to the ground and hammered along with it. Plainly put, this round isn’t really a problem of the crypto market itself—oil prices have once again pulled inflation expectations higher. Rate-cut hopes are dashed, and institutions sell risk assets first to stay safe.

My take: as long as 78K doesn’t break, you can still play dead. If it breaks, don’t go catching falling knives—wait for a signal that oil prices have topped. The saying that you buy gold in chaotic times is true—central banks around the world are quietly hoarding gold. Guess what they’re believing?

NFA DYOR

#BTC #比特币 #原油 #避险 #加密货币

It’s going to be a rough time for the U.S. evening session. Brent has surged to $98, and the Houthis directly bombed three facilities of Saudi Aramco—over 70 people were injured, and the Dow opened down more than 500 points. The mess in the Middle East is only getting thicker as it simmers.

The old play is being replayed: geopolitical conflict → inflation expectations rise → risk assets get hit. Even $BTC couldn’t stay out of it—the key support at 78.3K is being tested again and again. U.S. crude oil has hit a three-month high, and funds are clearly moving toward safe-haven and physical positions.

Here’s my take: in the short term, $BTC will most likely keep tracking oil prices and dollar sentiment. If 78.3K fails to hold, don’t rush to catch a falling knife—let the bullets fly for a bit. But on the other hand, central banks are still stockpiling gold at record levels. Smart money has never stopped; during this kind of macro chaos, it’s actually a window for long-term funds to enter in batches.

In panic, watch the support. In frenzy, watch the bubble. Hold your spot positions, keep your hands steady—don’t let the chips slip out at the bottom just because you’re scared.

NFA DYOR

#BTC #比特币 #地缘政治 #原油 #加密货币

Oil prices are heading toward $100, and even $BTC can’t hold on anymore.

Tonight in the US session, the market’s mood is very straightforward: the US and Iran are still trading blows; the Houthis directly bombed Saudi Aramco’s refineries. Brent crude jumped to $98, and the Dow opened down more than 500 points. Cointelegraph highlights a key level: $BTC is testing support at 78,300, which is the strongest moment for crude oil in the past three months.

My take: in the short term, $BTC will still move with risk assets—don’t buy into the story of “buying crypto as a safe haven during turmoil.” Historically, in the early stages of conflicts, Bitcoin often drops first. But on the other side, China’s central bank increased its gold holdings in August, setting a new high for this cycle. LME copper also hit a historical high, and inflation trades are quietly returning. Once oil prices start to stoke inflation expectations, rate-cut expectations may be forced to come earlier—then liquidity will be the real fuel for crypto prices.

For the short term, just watch 78,300. If it can’t hold, people who want to bottom-pick could line up from Guangzhou all the way to Shenzhen. Don’t rush—opportunities are created when prices fall.

NFA DYOR

#比特币 #BTC #中东局势 #油价 #加密货币

The early US market session was anything but calm. The Dow opened down by more than 500 points. Brent crude touched $98—just a breath away from $100.

The trigger was still that mess in the Middle East. Houthi forces bombarded energy facilities in four Saudi cities with drones and missiles, and Saudi Aramco’s refineries were hit again, with more than 70 people injured. With both the Strait of Hormuz and the Red Sea squeezed from both sides, Saudi Arabia’s August oil production reportedly fell off a cliff. This round of OPEC’s resumed production is basically a wash.

$BTC is hard at it, taking this round on the chin. Cointelegraph specifically called out $BTC as testing the key support at 78,300. Oil prices hit a three-month high, and risk assets are getting hit across the board. My view is simple: if Brent really breaks above $100, inflation expectations are set to return with a vengeance, and the Fed’s rate-cut script would need to be rewritten—this support is hanging by a thread.

But there are two chunks of money quietly shifting: China’s central bank increased its gold holdings in August, setting a record for this cycle on a month-by-month basis, and LME copper at $14,533 also reached a historical high. The appeal of hard assets is plainly visible—so in a way, $BTC fits this logic too.

Hold your hands. Wait for 78,300 to give the answer before making a move.

NFA DYOR

#BTC #比特币 #原油 #黄金 #Federal Reserve

Tonight’s European session saw an abrupt change in the market’s “style,” with the whole market being pulled along by Middle East headlines.

Saudi Aramco’s facilities were hit again—Brent crude jumped straight to $98, and WTI moved above $93. On the Strait of Hormuz, Iran has drawn a no-sailing zone, and global shipping agencies are all warning that sea freight trade could run into trouble. Inventories were already thin—this move is pure pricing driven by supply-shock panic.

What’s interesting is that $BTC didn’t actually fall this time. The more chaotic geopolitics gets, the more funds push it toward safe-haven status, in the same way as gold. China’s central bank kept adding to gold in August; the month-on-month increase hit a new high for this cycle. The yen also surged to 154, the strongest level since February. In other words, translation: smart money is looking for an exit—fiat-currency credit is being questioned.

My view: $BTC is currently stuck in a delicate spot. If oil truly breaks above 100, inflation expectations could come back, and the pace of rate cuts would likely be pushed back—pressuring risk assets. But at the same time, safe-haven capital is flowing in for real. Both bulls and bears have scripts; in the short term, it trades in tandem with crude oil and geopolitical headlines.

My strategy: I won’t chase the price up—I’ll wait for a pullback before making a move.

NFA DYOR

#BTC #避险资产 #地缘政治 #黄金 #原油

The U.S. market just opened, and risk-off sentiment is already at full throttle.

Saudi Aramco facilities were hit again by Houthi forces; Brent crude jumped straight to $98, and it looks like it could soon touch $100. On the other side, Iran has declared a no-sail zone in the Strait of Hormuz, and the U.S. containment line is tightening further. Iran’s offshore inventories have fallen from 90 million barrels to 29 million barrels. Analysts say the stock may bottom out by mid-October. Honestly, there’s no sign of this situation cooling down in the near term.

Russia hasn’t been idle either. Just after the peace envoy left, Kyiv was hit right away by a saturation attack involving 166 drones plus ballistic missiles. Global shipping organizations are warning that maritime trade could run into serious trouble. Geopolitics has turned into a multi-front chess match right now—how could the money not feel anxious?

For crypto traders, I actually think this is a great time to push the “digital gold” narrative for $BTC . The People’s Bank of China set a new record for the current cycle by buying gold in August, reaching a single-month high for this round. LME copper also hit an all-time high—plainly, capital is flowing into hard assets. If risk-off funds need an exit, $BTC will most likely be the first to benefit, and $SOL may catch some of the momentum too ($ETH $SOL ).

That said, let’s be clear: geopolitics-driven moves can come fast and fade fast too—don’t chase the spike, and keep your position sizing under control.

NFA DYOR

#BTC #ETH #地缘政治 #避险资产 #币安广场

Oil prices are charging straight to $100—this time, hedging isn’t just about gold.

Saudi Aramco facilities were hit again; Brent crude jumped to 98. Iran has declared a restricted zone in the Strait of Hormuz. Offshore crude inventories fell from 90 million barrels to 29 million barrels, and institutions expect them to bottom out in mid-October. Geopolitical risk is turned up to the max, and there’s no sign of cooling in the near term.

But what I’m really watching is $BTC .

In the past, when things heated up in the Middle East, money only really cared about gold. In August, central banks added to their gold holdings and set a new record for monthly purchases—real, tangible safe-haven demand. But this round, BTC correlation is clearly strengthening. With both inflation expectations and safe-haven demand coming together, the “digital gold” story that’s been talked about for years finally looks like it’s starting to have some substance.

Now, a splash of cold water: momentum-driven, emotion-led rallies can rise fast and just as fast give it back once the situation eases. Position control matters more than directional bets—don’t get carried away chasing highs.

After the U.S. session opens, the key is whether oil can hold above 95. If it does, risk appetite in the crypto market may still have support.

NFA DYOR

#BTC #比特币 #地缘政治 #避险资产 #cryptocurrency

Tonight’s oil prices stole all the camera time. Saudi Aramco facilities were hit again: Brent crude jumped straight to over $98, and WTI climbed above $93. Iran also announced the Strait of Hormuz as a restricted zone, threatening sanctions on ships that enter. The game in the Middle East is getting more and more dangerous.

What’s even harsher is the U.S. maritime blockade against Iran: oil stockpiled at sea fell from 90 million barrels to just 29 million, and institutions estimate it will be depleted by mid-October. Oil makes up one-third of Iran’s fiscal revenue—pushing people into a corner will only trigger more intense reactions.

The safe-haven signals have been quite clear. The People’s Bank of China continued to increase its gold holdings in August, setting a record for the single month at the highest level in this cycle. LME copper also touched a historic high of $145,000 per tonne. Hard assets are moving in unison—put simply, the market is pricing in geopolitical risk.

$BTC didn’t manage to stand apart either; it got smashed along with risk assets. But on the other hand, the more chaotic the fiat-currency world gets, the more room the “digital gold” story has in the market. Even the central bank is quietly stockpiling gold; for ordinary people to hold a bit of $BTC as a kind of insurance is, in logic, not contradictory. For the short term, keep your hands off—wait until after the U.S. session’s sentiment has fully washed out.

NFA DYOR

#BTC #比特币 #地缘政治 #避险资产 #cryptocurrency

Tonight’s market action really isn’t just a crypto thing.

The Middle East has fully caught fire: the U.S. and Iran are going head-to-head in the Strait of Hormuz, Saudi Aramco facilities were hit again by blasts, and Brent crude jumped straight to $98, while WTI is above $93. Trump’s maritime blockade has choked off Iranian exports completely. Floating oil inventories at sea have dropped from 90 million barrels to 29 million barrels—reportedly, they’ll run out by mid-October.

Risk-off capital is voting with its feet: China’s central bank added to gold in August again, setting a new record for the biggest monthly increase in this cycle; LME copper has surged to $14,533, a historical high. Commodities are broadly green across the board—plain and simple, money is looking for a safe harbor.

So the question is: if gold and copper are making new highs, what about $BTC ?

In my view, once the conflict escalates to the level of oil production facilities, inflation expectations will definitely be pulled back up, and the rationale for rate cuts will be shaken. In the short term, that’s not friendly for risk assets. But after every violent oil-price impulse, funds usually rotate toward anti-inflation assets again. That likely means the digital-gold narrative behind $BTC and $ETH will be pushed and traded once more.

Don’t rush to bottom-fish yet—wait until the U.S. trading session opens to see $BTC ’s real reaction versus $98 crude. Geo-driven markets hate chasing. One missile-news headline is all it takes to leave you stuck on the mountaintop.

NFA DYOR

#比特币 #BTC #加密货币 #地缘政治 #原油

Oil prices are almost touching $100, and $BTC was still pretending to be dead in the morning—this script is one I know well.

A few pieces of news this morning are worth keeping an eye on.

Saudi Aramco facilities were hit again; the Houthis haven’t claimed responsibility yet. Brent jumped straight to 98, while WTI is at 93.6. The blockade line around the Strait of Hormuz is tightening further: Iran’s offshore inventory fell from 90 million barrels to 29 million, and institutions are estimating a trough in mid-October. With the fire in the Middle East like this, it looks like it won’t be put out anytime soon in the short term.

The north is even harsher: the peace envoy just left, and overnight Russia launched dozens of missiles at Kyiv plus 166 drones.

Here’s my take: geopolitical risk layered with oil pushing toward $100 means the inflation trade will eventually come back. In August, China’s central bank increased its gold holdings to a record for this current cycle. LME copper also hit an all-time high—smart money is grabbing hard assets. As for $ETH and the alts, no rush; the quiet position of $BTC looks more like it’s not its turn yet—it’s not absent.

Tonight, when the U.S. stock market opens, watch volatility closely. Don’t chase orders when sentiment is at its most expensive.

NFA, do your own research.

#比特币 #加密货币 #原油 #地缘政治 #Macroeconomy

Oil prices are almost at $100—why is $BTC still acting dead?

Brent has dropped to $98, and Saudi Aramco’s facilities were hit again by a fresh Houthi strike. Iran has directly declared the Strait of Hormuz a no-sailing zone. This storyline has a bit of the 1973 oil crisis vibe.

I saw some pretty alarming data: Iran’s floating offshore inventory fell from 90 million barrels to 29 million barrels. With the U.S. Navy’s blockade line put in place—oil can’t get shipped out—institutions are expecting it to hit bottom by mid-October. Global shipping organizations have already started warning that seaborne trade is about to run into serious trouble.

Then on the other side: China’s central bank kept stocking gold in August. Month-on-month additions broke the record for this cycle. LME copper surged to $14,533, setting a new all-time high. Smart money has been running risk-off trades for a while now.

Honestly, this round of $BTC has been pretty frustrating. The anticipated “safe-haven” play didn’t show up—instead, it’s just lying low alongside risk assets. But I don’t think the logic is broken: oil prices pushing toward $100 → inflation expectations rising → fiat currency continues to get diluted. That chain is good news for hard assets. Central banks buying gold aggressively have already made their stance clear. $BTC is likely just a bit behind the curve. Tonight’s U.S. session will reveal whether the capital actually rotates over.

Hold your hands off the trade in the short term—the volatility won’t be small.

NFA DYOR

#BTC #比特币 #地缘政治 #宏观经济 #safe-haven assets

Brent is up to $98—just one more step and it’ll break $100.

Today, the biggest variable in the market is still the Middle East. Saudi Aramco facilities were attacked again by the Houthis, and WTI jumped more than $2, reclaiming the 93 level. Even more severe is another line of developments: Iran’s overseas floating crude oil inventories fell from 90 million barrels to 29 million barrels. This maritime blockade by the U.S. is basically squeezing the lifeline. Iran responded by drawing a restricted zone in the Strait of Hormuz and threatening sanctions against passing vessels. Global shipping organizations have started warning about the risk of a break in shipping links—this storyline is more “stimulating” than any candlestick chart.

In August, the central bank was still adding to gold, hitting a new monthly high for this cycle. LME copper also printed a historic high.

My view: this isn’t a normal safe-haven impulse—it’s a “geopolitical risk + fiat currency credit” double-hit行情. $BTC is theoretically the biggest beneficiary, but the market action is clearly not keeping pace with gold’s momentum, which suggests that large capital is still treating crypto as a risk asset to offload. Once oil prices truly break $100 and inflation expectations get a second push higher, the hedging narrative for $BTC will have a chance to be repriced. $ETH $SOL in the short term, I’d keep an eye on how the broader market is behaving.

Don’t chase. Enter in batches and keep plenty of “ammo.”

#比特币 #地缘政治 #避险 #原油 #de-dollarization

NFA DYOR

Brent crude is up to $98—just one last step away from the $100 mark.

Saudi Aramco’s facilities were hit again, and Iran has simply declared a no-sail zone in the Strait of Hormuz, with global shipping agencies all warning that sea freight is about to go haywire. Oil and gold rising doesn’t surprise me at all; what’s unexpected is that a lot of people still haven’t caught on: the People’s Bank of China increased its gold holdings in August, hitting a single-month record for this current cycle, and LME copper also, quite conveniently, reached a new all-time high.

Smart money has already moved.

Once inflation expectations come back, someone will quickly dust off the “digital gold” story from $BTC . The yen spikes to 154; in the Asian session it wobbles and closes—so now we’ll see who takes over in the European session. Funds always need somewhere to hide. My take: $BTC may be perfectly normal to just swing around with risk assets in the short term, but if oil prices truly hold above 100, sovereign-level safe-haven demand will give it a big refill.

For something like $ETH $SOL with very high beta, you’d better be careful—when the wind picks up, it’s usually those that get blown away first.

#BTC #比特币 #加密货币 #地缘政治 #SafeHaven

NFA DYOR

Oil prices are almost touching $100, yet the crypto market sneezed first.

Things are getting more intense between Iran and the U.S.; over in the Strait of Hormuz, Iran has directly drawn a no-go zone. Brent settled above $97, and Goldman has said that in extreme scenarios it could even reach $120.$BTC slid down by nearly 1% on Monday—classic risk-off behavior. I don’t think you need to panic. This kind of geopolitical premium won’t last. If crude oil really gets smashed, in the end it’ll still come down to monetary loosening to smooth things over—liquidity eventually flows into hard assets.

This week, what you really need to watch is CPI and PPI. Even more interesting: Trump has openly called for the Fed to cut rates, but the bond market, in the next breath, is pricing an 88% probability of rate hikes within the year. The “president vs. central bank” showdown—history has never gone against gold and BTC.

There are also on-chain jokes: if EIP-8141 goes live, the gas for $ETH could be paid directly with stablecoins, dropping the entry barrier even further for beginners. Also, on the Blockstream sidechain, a “white hat” reportedly took 4,000 BTC from the federation—wow. That white hat is really diligent. Looks like the lesson on self-custody got another lecture.

Don’t chase breakouts or swing trade aggressively in the short term—keep some ammo for the data.

NFA DYOR

#BTC #ETH #比特币 #加密货币 #oil price

Oil prices are about to reach $100, and only dropped 1% after $BTC —pretty interesting.

In the morning Asia session, I saw a full round of developments: on the U.S.-Iran front, tensions continue to escalate. Iran has designated the Strait of Hormuz as a restricted zone. Brent crude closed above $97. Saudi Aramco’s facilities were hit again, and Goldman Sachs said that if the situation deteriorates further, oil prices could see $120. Risk-off sentiment is fully in play, and gold has moved above 4400.

Now look at $BTC —it’s down less than 1%, which is tougher than the Dow Jones futures (-300 points). Central banks have been buying gold for 22 straight months, and the “digital gold” narrative is back on the table. In this bout of geopolitical friction, BTC’s relative resilience is indeed validating some things.

One more juicy bit: the Liquid Network’s Federal Reserve was “moved out” by “white hats,” taking 4,000枚 of $BTC . Whether they’re truly “white hats” or not, the multi-sig custody risk has once again been taught a lesson. Self-custody never loses.

This week also brings CPI/PPI. Trump is pushing for the Fed to cut rates, yet the bond market is pricing a rate hike by year-end—more surreal than the crypto world. Volatility won’t stay low, so manage your position sizes.

NFA DYOR

#BTC #比特币 #地缘政治 #宏观经济 #加密货币

Oil prices are about to touch $100, and $BTC is dozing off right next to it.

This round of tensions between the US and Iran has completely reignited crude oil: Brent jumped to $97.31, hitting a six-week high. Iran has marked a restricted zone in the Strait of Hormuz, and Saudi Aramco facilities were targeted again. Trump says that once the US “wins,” oil prices will fall back to $2 per gallon—but do you believe that? In any case, Goldman Sachs has already raised its 2026 oil price forecast by $5, and in extreme scenarios it even sees $120.

What’s even more interesting is where the safe-haven funds are going. The People’s Bank of China added about 20 tons of gold in August, continuing its streak of buying for 22 straight months—setting a record for the single month within this cycle. Traditional capital is rushing into gold, but this time $BTC hasn’t picked up the safe-haven storyline. As soon as fighting broke out in the Middle East, it actually slid—at moments of crisis, it’s still being treated as a risk asset. That’s pretty painful.

On-chain side, it hasn’t been calm over the weekend either: $STX is pushing for self-custody BTC staking, $INJ went live on Robinhood, and Blockstream’s Liquid network had “white hats” withdraw 4,000 BTC.

The key this week is CPI and PPI. With oil already surging like this, inflation data likely won’t look good. If the numbers blow out, risk assets will probably get hit again. For the short term, I lean toward staying on the sidelines—don’t take a flying knife between artillery fire and surprise inflation prints.

NFA DYOR

#比特币 #BTC #中东局势 #原油 #通胀数据

Oil prices are almost touching $100, but crypto has first started to back off.

The tensions between the U.S. and Iran keep escalating. Saudi Aramco’s facilities were hit again. Brent crude closed above $97. Goldman Sachs immediately raised its oil price forecast and said that if shipping attacks escalate further, they’d look at $120. $BTC promptly dropped nearly 1%. A familiar script: when oil rises and gold rises, crypto falls first as a sign of respect.

Honestly, there’s a detail that’s pretty interesting: over the weekend, Trump publicly told the Federal Reserve that if it doesn’t cut rates, it will end trade with countries running trade deficits with the U.S. As a result, the bond market is now pricing a 88% probability of rate hikes by year-end. The president and the Fed are publicly throwing hands—this kind of drama is old material for $BTC . Since central banks can’t be trusted, that’s why Bitcoin exists.

Gold is already at 4400. Central banks have been buying for 22 months straight, and in August they added another 20 tons. Big money is quietly stockpiling safe-haven assets—this move is more honest than any candlestick chart.

This week also has CPI and PPI queued up. Oil is pushing inflation forward, so if the data comes in hotter than expected, it probably won’t be the end—it may shake again.

There are some bright spots in the sectors: INJ is now live on Robinhood, and STX is planning to do self-custody BTC staking. When sentiment is bad, real things are quietly setting the stage.

Manage your position size—don’t chase the rally or sell into panic.

$BTC $ETH

NFA DYOR

#比特币 #加密货币 #美联储 #避险 #geopolitics

Oil prices surge, gold prices surge, yet $BTC actually falls—doesn’t that seem a bit off?

The conflict between Iran and the U.S. continues to escalate. Iran has designated a restricted zone in the Strait of Hormuz. Brent crude is pushing toward $97, and Goldman Sachs has raised its outlook, even suggesting it could hit $120. Gold is even more aggressive: it has climbed above $4,400. Central banks have been adding to reserves for 22 straight months, setting a new record for the highest monthly increase in this cycle.

In theory, when risk-off sentiment kicks in, Bitcoin should at least get a taste too—but $BTC instead dropped nearly 1%. The reality is pretty straightforward: when real fighting breaks out, large institutions’ first reaction is still physical gold, while crypto continues to be treated as a risk asset. If you want it to function as a safe haven, the road is still long.

This week also has two major “triggers”: CPI and PPI data are about to be released, and on top of that, Trump is publicly going head-to-head with the Federal Reserve by pressuring for rate cuts, while the bond market is pricing in a 88% probability of a rate hike. These two are at odds, and the market is holding its breath.

My take is simple: the linkage between BTC and U.S. tech stocks hasn’t broken. Don’t rush to bottom-fish—wait until CPI lands.

NFA DYOR

#比特币 #黄金新高 #美伊局势 #美联储 #加密货币

Oil prices are charging toward $100, and $BTC decided to lie low for now.

The Iran–U.S. situation is getting messier by the day: Iran has designated the Strait of Hormuz as a restricted zone; Saudi Aramco facilities were hit again; WTI surged to 92.5; Brent settled at 97.3; and Goldman Sachs even said it could reach 120. Yesterday, the U.S. military struck an Iranian oil tanker. CoinDesk’s headline was blunt—oil is up, bitcoin is down, and $BTC fell nearly 1%.

All safe-haven money is pouring into gold. China’s central bank has added gold for 22 straight months; in August it bought more than 20 tons, setting a new record for the largest single-month addition in this cycle. Gold prices are above 4400, and LME copper also hit fresh highs. In years of war, old-school assets are in demand.

The crypto world isn’t boring either: EIP-8141 may let $ETH users pay gas directly with stablecoins, and $INJ got listed on Robinhood. This week brings a barrage of CPI and PPI, while Trump openly pushes the Fed to cut rates—yet the bond market is betting on a hike by year-end with an 88% probability. The split is beyond words.

With the Middle East not calming down for a single day, risk assets can’t really catch a big trend. Hold your positions—wait until the data lands before talking.

NFA DYOR

#比特币 #BTC #加密货币 #宏观经济 #geopolitics