🌅 Crypto Morning Brief | June 4th, Thursday

Geopolitical tensions continue to dominate market sentiment, with heavy info dropping overnight——

⚔️ Middle East conflicts escalate again: Iranian missile strikes on Kuwait airport result in 1 dead and 63 injured, US hits Iranian military facilities on Qeshm Island. The Iranian Revolutionary Guard warns that any disruption in the Strait of Hormuz will come at a heavy price. Rubio claims Iran has mined the strait, and Iran's oil exports plummeted 94% in May, with global oil and gas inventories nearly depleted.

⛽ Crude oil approaches $95/barrel, Maersk halts passage through Hormuz, with monthly costs exceeding $500 million. The Dow drops 300 points as the market bets on the Fed keeping high interest rates for longer. New Fed Chair Warsh expects a forward guidance reform to kick off ahead of the June FOMC.

📉 BTC drops below $67,000, hitting a new low for 2026, with CNBC traders predicting further declines. BTC ETF sees a net outflow of 6,679 coins, about $445 million in one day, totaling nearly $1.9 billion over the past week. ETH ETF also bleeds, with daily outflows exceeding $58 million. Only the SOL ETF sees a slight net inflow.

🚫 The US sanctions 4 major Iranian crypto exchanges, cutting off Tehran's digital asset channels. Bybit delists ELON and VINU. Grayscale launches a HYPE staking ETF, becoming the third HYPE spot ETF in the US.

Netanyahu states Trump can't simply reopen the Strait of Hormuz, and Wall Street begins to doubt the feasibility of military solutions. An Iranian senior military officer declares that surrender is unacceptable and war is inevitable. In a deadlock, the negative feedback loop of oil prices and risk assets continues to accelerate.

Geopolitical risks coupled with tightening liquidity mean a cautious approach in the short term, but black swan events often harbor contrarian opportunities. Stay alert, manage your positions.

NFA | DYOR

#比特币 #中东局势 #BTCETF #原油价格 #Fed