#WCTC交易王PK #美国寻求战略比特币储备

Geopolitical risks have always been a significant external variable affecting the volatility of crypto assets. This weekend, although the US-Iran talks entered a new phase, the simultaneous actions of the three parties (US, Israel, Iran) to "prepare for war" prevent the market from simply pricing it as risk relief. The deputy speaker of Iran's parliament publicly stated that "the Strait of Hormuz will not return to pre-war conditions," and disclosed the contents of the upcoming approval of the "Hormuz Strait Management Law" draft, including a permanent ban on Israeli ships passing through, imposing "war reparations" on ships from "hostile countries," and requiring other countries' ships to obtain Iranian authorization. Once enacted, this law will substantially change the rules of passage for approximately 20% of global oil transportation routes. As a 24-hour global risk asset class, the crypto market is the first to bear the revaluation of risk premiums — rather than a simple binary response of "safe-haven" or "risk appetite."