A “yellow-haired” person just collected a 20% transit fee through the Strait of Hormuz and directly threw a geopolitical bomb into the market

$BTC $ETH
Push oil prices directly: One fifth of the world’s crude oil runs through this route—adding a mandatory 20% cost makes oil prices easier to rise than to fall; they already jumped overnight in anticipation

Drag inflation back down: If oil prices rise, inflation can’t come down—markets were already hoping the CPI would soften tonight and that the Fed would signal a more relaxed stance on rate cuts, but the variables are now fully cranked up

Crush risk assets: Inflation persistence is above expectations—meaning the Fed won’t “loosen” → the US dollar strengthens → crypto and other high-volatility assets are hit first#伊朗宣布关闭霍尔木兹海峡 #沃什听证会撞上CPI