Innlegg

The oil shock I highlighted earlier is now playing out. Brent has surged more than 9%, marking its biggest single-day gain since 2020, after the U.S. reinstated the Hormuz blockade and moved to restrict Iranian shipping. During the previous blockade, crude climbed above $120 per barrel. This has evolved beyond a headline—it's becoming a significant macro event. Here's why it matters for crypto: sustained higher oil prices can fuel inflation, keeping pressure on the Federal Reserve to maintain a tighter policy stance. That combination can reduce market liquidity and weigh on risk assets. Bitcoin has already started to soften, slipping back below $64.2K as markets react. The key isn't just today's spike—it's whether elevated energy prices persist long enough to influence the Fed's rate outlook. If they do, macro conditions could once again become the dominant driver, overtaking the recent tokenization narrative. Not financial advice—just market analysis. #CXMTMemoryIPO #OilDropsOnCeasefire