#Gate广场五月交易分享 Is something bad happening? Iran causing trouble, inflation is looming again, is the crypto world about to take a hit?

Just now, Federal Reserve's Kashkari and the Bank of Canada both made statements — not good news.
Kashkari said: I was quite confident that inflation could be brought down to 2%. But then Iran caused a fuss, and everything changed. Now the inflation environment has been disrupted again. However, the labor market is holding up, neither hot nor cold, just there.
The Bank of Canada also said: No one can predict where oil prices are headed. If it only rises a little, we can tolerate it. But if oil prices stay high and push up prices across the board, don’t blame us — interest rates will have to go up.
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What does this mean for BTC, ETH, SOL? To put it simply:
🔻Short-term, none of this is good news.
War breaks out, oil prices rise, inflation can’t be contained, then the Federal Reserve won’t dare to cut rates, and might even hike them again. Money becomes more expensive, and risk assets like stocks and cryptocurrencies will have to fall first.
📉Bitcoin (BTC)
Currently, Bitcoin is moving very closely with the Nasdaq. If the market starts worrying “Not raising rates is good enough, and even cutting is nonsense,” then funds will flow out, and BTC might test previous lows. But on the flip side, if things get really chaotic, some people will buy Bitcoin as a safe haven, but that will only happen once panic reaches a certain level.
⚠Ethereum (ETH)
Ethereum currently has no strong story of its own, mainly following Bitcoin’s lead. When Bitcoin drops, ETH drops even more, and possibly worse. Also, if oil prices stay high, on-chain transaction fees (Gas) will increase, making DeFi less profitable for small retail investors.
🌊Solana (SOL)
SOL is very volatile, both rising and falling sharply — it’s impulsive. When the market is good, it’s a pioneer; when the market is bad, it falls the deepest. With the macro trend currently bearish, if you hold SOL, it’s best to be cautious. Once Bitcoin stabilizes, SOL rebounds fastest; but if Bitcoin crashes, SOL will take the hardest hit.
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Finally, a piece of honest truth:
Iran’s drama has reignited the old inflation problem. The market will next ponder — is rate cuts off the table? Or even rate hikes?
For BTC, ETH, SOL, don’t rush into trades in the short term, don’t leverage up. The real concern isn’t a sudden oil price spike, but the scenario where “oil prices keep rising → inflation can’t be tamed → no rate cuts or even rate hikes,” and the market takes that seriously.
$ETH