This news seems to be a geopolitical signal, essentially loosening the chain of energy - inflation - Federal Reserve, indirectly adding fuel to Bitcoin.

The Strait of Hormuz is the lifeline of oil transportation. Previously, the market was holding its breath, fearing conflict and disruption of shipping, which kept a risk premium on oil prices. Once this talk emerged, it directly removed that uncertainty, and the logic for oil prices to rise weakened by half.

If oil prices can't hold up, inflation will find it hard to push higher. The previous concerns about sticky inflation and the Federal Reserve's rate hikes, expectations have cooled down directly, and expectations for rate cuts have even risen, causing the dollar and U.S. Treasury bonds to lose attractiveness.

For Bitcoin, this isn't a direct reason to rally, but an indirect boost from macro liquidity — a weaker dollar and falling interest rate expectations lower the opportunity cost of holding such assets, naturally attracting funds. But don't overinterpret this; it's just adding a layer of buff to the market, the core still depends on your own capital absorption and rhythm. Don't treat this as a universal key. #Gate广场五月交易分享