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#夏日创作营 #美军袭击伊朗多地#A few days ago, the market was still trading as the Middle East conflict escalated.
Starting today, the funds are already trading something else.
The conflict may cool down.
The latest update shows that the mediator has proposed a 10-day suspension of strikes, looking for ways to restore an interim agreement between Iran and the United States.
After the news came out,
gold quickly surged—short-term fluctuations in safe-haven funds,
but international crude oil fell clearly.
This suggests the market believes:
the risk at the Strait of Hormuz is declining.
If the Middle East situation truly eases,
pressure on energy prices will ease,
and uncertainty in global markets will also decrease.
For risk assets like US stocks and BTC,
external pressure is actually going down.
Of course, this is only a negotiation proposal and does not mean an agreement will definitely be reached.
What truly needs to be watched is:
over the next few days, whether both sides really pause military actions, and whether crude oil prices can keep falling.