【Oil prices break 90, market in extreme fear, what are you looking at?】
Today there is no #ALPHA , let's talk about the impact of oil prices.
The main news last week was that Brent crude oil prices surged above $93+, primarily due to the escalation of conflicts in the Middle East, which also dragged the Crypto market back into 'extreme fear', with BTC retracing to 67k and ETH falling below 2k. The candlestick chart is fluctuating repeatedly, and the ones getting hurt are our wallets, so what most people feel is 'anxiety'.
But I want to tell everyone: real opportunities are often hidden in the gaps of these 'extreme emotions'.
Let me analyze the market logic under the circumstances of soaring oil prices:
(1) A short-term spike in oil prices will definitely trigger inflation expectations, and the pressure on risk assets is a routine operation, so there’s no need to panic.
(2) BTC ETF saw a net inflow of 700M+ last week, breaking the previous outflow trend; meanwhile, whales have been continuously accumulating in the 67k-68k range. This is a typical case of 'picking up chips in panic', indicating that the bottoming signal is emerging.
(3) The long-term logic remains unchanged: As long as geopolitical conflicts are localized, combined with a shift in Federal Reserve policy, and major countries include crypto assets in their 'national strategic infrastructure' narrative, the current pullback is more like a buildup for upward movement.
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Creator's Daily
In today's turbulent macro-geopolitical risk environment, we should focus on those physical infrastructures that can change production efficiency and reduce collaboration costs, as these facilities are often the most robust strategies to ride through cycles.
Why focus on @Fabric Foundation ?
(1) Solving the 'island' problem: Most current robots and AI agents are 'closed-loop', like individual silicon islands. #ROBO provides a decentralized economic protocol that allows them to have their own wallets, identities, and directly participate in on-chain settlement.
(2) Demand-driven economic model: With the increasing automation level in the physical world, robots need to pay, rent, and collaborate with each other. Fabric has built a self-stabilizing economic cycle through the $ROBO token, which is no longer a hollow narrative, but a real demand brought about by the physicalization process of AI.
