#美伊 The 60-day ceasefire between the US and Iran still couldn't last until the end.

Today, Iran's Islamic Revolutionary Guard Corps issued a statement, stating that its navy and air force used missiles and drones to strike multiple important US military facilities at the Ali Al Salem Air Base in Kuwait and the US Fifth Fleet in Bahrain, making a decisive response to recent US acts of aggression.
From the attack on oil tankers in the Strait of Hormuz, to two consecutive days of US airstrikes on Iran, and then to Iran's direct retaliation against US military bases in the Middle East, both sides have returned from limited probing to military exchanges.
More importantly, Iran has begun to signal again that control over the Strait of Hormuz may be escalated, meaning that uncertainty in global energy transportation has returned.
For the market, this is no longer a simple geopolitical news event, but a liquidity issue.
If the risk in the Strait of Hormuz continues to escalate, oil prices, inflation expectations, and US Treasury yields will all be affected again. In an already hawkish Fed environment, expectations for rate cuts will only continue to be pushed back, and the probability of a rate hike within the year has been increasing.
Risk assets will face another macro stress test, making things even worse for BTC!
This environment is more painful than a one-off bearish event.
Because what truly limits risk assets is not the war itself, but the high oil prices, high inflation, and persistently tight liquidity brought about by the war.
As long as this logic remains unchanged, the remaining liquidity will more easily flow toward