The Strait of Hormuz has reopened, and Iran has hit pause for now. Crude oil prices have taken a dive, and the war premium is being squeezed out of the market.
How's this safe haven asset $BTC going to perform? Here's where it gets interesting. When geopolitical tensions were high, both gold and Bitcoin were holding strong. Now that things are calming down, the logic needs to shift—supply chains are getting back on track, and inflation pressures might ease off.
But over at the Fed, there's a new twist. The new chair, Warsh, held rates steady at his first FOMC meeting, but he dropped the forward guidance and didn't even submit his dot plot. Nine officials hinted at a potential rate hike this year. This move... clearly caught the market off guard.
Franklin Templeton is quick on the draw too, applying to automatically convert stock dividends into $BTC ETFs. A 95% stock and 5% Bitcoin allocation is a smart play—traditional funds want to dip into crypto but fear volatility, and this setup provides a frictionless pathway.
The Asian session is digesting these updates, with low volatility, but there's a growing sense of direction.
#BTC #ETH #宏观 #美联储 #geopolitics
NFA DYOR
How's this safe haven asset $BTC going to perform? Here's where it gets interesting. When geopolitical tensions were high, both gold and Bitcoin were holding strong. Now that things are calming down, the logic needs to shift—supply chains are getting back on track, and inflation pressures might ease off.
But over at the Fed, there's a new twist. The new chair, Warsh, held rates steady at his first FOMC meeting, but he dropped the forward guidance and didn't even submit his dot plot. Nine officials hinted at a potential rate hike this year. This move... clearly caught the market off guard.
Franklin Templeton is quick on the draw too, applying to automatically convert stock dividends into $BTC ETFs. A 95% stock and 5% Bitcoin allocation is a smart play—traditional funds want to dip into crypto but fear volatility, and this setup provides a frictionless pathway.
The Asian session is digesting these updates, with low volatility, but there's a growing sense of direction.
#BTC #ETH #宏观 #美联储 #geopolitics
NFA DYOR