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$BTC
The US-Iran talks have collapsed, and Trump directly rejected Iran's peace proposal, causing crude oil to break above $100 per barrel, with Brent soaring to $105!
This wave of inflation is now unstoppable, and expectations for rate hikes are rising again.
Bitcoin first took a hit, approaching $80k, then pulled back to $82,000.
The market is now betting: on one side, inflation is rising and safe-haven assets are needed; on the other side, rate hike expectations are suppressing risk assets, leading to a complete split.
Gold directly fell below 4,700, with risk assets collectively under pressure.
The upcoming scenario is simple: if oil prices don’t come down, inflation won’t subside; if rate hikes don’t pause, the market won’t have a good time.
This isn’t just a small fluctuation; geopolitical tensions have directly rewritten the trading logic for the second half of the year. Don’t blindly bottom fish—survival is the most important. #沃什5月15日接任美联储 #CLARITY法案下周审议