From the monitoring map, in the past 24 hours, a large number of ships are still stranded in the Strait of Hormuz, and the blockade and obstruction of passage at the port have not eased, indicating that the situation in the Middle East remains tense and geopolitical risks are not yet fully alleviated.



Risk aversion sentiment continues to ferment

The Strait of Hormuz is a vital artery for global oil transportation, accounting for more than 30% of global crude oil trade. The stranded ships directly push up oil prices and inflation expectations, benefiting safe-haven assets (gold, U.S. Treasuries), while risk assets (cryptocurrencies) are suppressed by short-term sentiment. #BTC重返8万 #Circle增发2.5亿枚USDC
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