• Trump firm stance: warns Iran to prohibit tolls on oil tankers passing through the Strait of Hormuz, emphasizing that oil will flow normally, short-term geopolitical risks decrease


• CPI outlook: previous 2.40% | expected 3.3%, tonight's data will directly determine the Fed's rate cut pace, the biggest turning point in the crypto market
Core logic: Trump's speech hedges geopolitical risks, tonight's CPI is the biggest macro event for the second quarter in the crypto world, directly deciding whether to cut rates in June, key to the medium-term trend of Bitcoin and altcoins
Dual impact on crypto demand: Iran originally planned to collect tolls in Bitcoin, if policy is halted, short-term BTC payment demand drops; but geopolitical easing + risk appetite recovery
#伊朗拟征收霍尔木兹加密货币通行费
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