🛢First gold and silver. Now - oil🤦♂️ And this is a bad signal for Bitcoin👇🤨
〽️ Markets are starting to speak the language of inflation again, not "quick rate cuts"🤦♂️
🔍 What is happening with oil?
Brent and WTI have risen about 10-12% just this month. Prices have reached highs not seen since autumn 2025.
The reason is geopolitical risks (Middle East, Iran), supply disruptions, a weaker US dollar.🤷♂️
💡 Important point, the increase comes after a sharp drop in oil in 2025, meaning the effect is similar to crypto's "rebound" + new risks.
🤔 Why is this a problem, you may ask?
Oil is a basic inflationary driver, more expensive oil means rising fuel costs, more expensive logistics, pressure on production prices, which carries the risk of a new inflationary impulse.
For the Fed, this means higher inflation and thus less room for quick rate cuts.😡
🪙 For Bitcoin, it's clear, rate cuts ➡️ more liquidity ➡️ BTC higher. But the rise in oil brings about increased inflationary risks ➡️ tighter expectations from the Fed 🤦♂️
💬 If oil starts to mirror gold and show new ATHs now, Bitcoin will likely be in serious trouble.
