The situation has completely spiraled out of control! U.S. military airstrikes on Iranian territory, oil prices soaring! The Federal Reserve's stagflation crisis severely impacts the crypto market

A major breaking news event on June 10th, the biggest black swan in the entire crypto market has occurred!
In the early hours, the U.S. military officially launched retaliatory strikes, bombing key coastal areas in southern Iran including Qeshm Island, Sirik, and Minab, with Iran’s air defense systems firing back in full force.
The trigger for this round of conflict: Iran shot down a U.S. Army Apache attack helicopter, marking the first direct bombing of Iranian territory by U.S. forces in recent tensions, breaking the previous tacit rule of proxy conflicts, and escalating the conflict to a new stage.

📈 Macroeconomic Chain Reaction

1. The risk of shipping through the Strait of Hormuz skyrockets, global oil supply and demand tighten, causing a short-term surge in oil prices, directly exacerbating global inflation stickiness;
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2. Trump’s stance is contradictory: claiming that U.S.-Iran talks will be completed within 2-3 days, while authorizing military strikes, leading to market risk-avoidance confusion;
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3. The Federal Reserve faces a dilemma of stagflation: energy inflation rebounds, economic growth slows down, and the FOMC meeting on June 17th draws much attention. CME data shows market expectations for rate cuts are delayed, with a significant increase in the probability of rate hikes in October.

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