The little red-haired guy labels the U.S.-Iran friction as “Mini War”

Once the Strait of Hormuz stirs, oil prices jump straight up

But the real thing that determines the fate of BTC, ETH, and SOL in May

Is this timetable 👇

🔹 5.5 — Saudi Aramco releases its crude oil pricing

🔹 5.6-5.9 — Four Federal Reserve officials take turns speaking

🔹 5.12 — Japan’s central bank opinion summary

🔹 TBA — OPEC monthly report

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Macroeconomic impact

👉 Oil prices are the key variable

Oil has already risen by about 5% as of May 4

If Saudi pricing + the OPEC monthly report confirm production cuts

Oil prices will hold above 120+

Inflation bears down

No matter who leads, the Federal Reserve doesn’t dare to cut rates easily

👉 The valuation of risk assets like BTC is being suppressed

ETH / SOL’s high volatility will be even more sensitive

👉 The back-to-back Federal Reserve speeches line up with the chairman’s transition

Any hawkish wording could trigger violent swings in futures

(especially ETH)

👉 If the Bank of Japan hints at ending its negative rate stance

It will tighten USD liquidity

Bad news for stablecoins

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Conclusion

Don’t just stare at the little red-haired guy’s bluster

If oil prices don’t turn

Rate-cut expectations are just empty talk

BTC, ETH, SOL

In the short term, watch more and move less

Steer clear of the needle-like trading moves before and after the speeches

$ETH