BlockBeats News, February 26 — Iran has recently accelerated its crude oil loading pace. Data shows that from February 15 to 20, exports from Kharg Island approached 20.1 million barrels, about three times the volume during the same period in January, with an average of over 3 million barrels per day. Market interpretation suggests this move may be to preempt potential U.S. military actions by releasing production and diversifying risk. If the situation escalates, relevant oil tankers might adopt dispersed navigation strategies to reduce the risk of disruption.

Meanwhile, the U.S. has once again taken a tough stance on Iran’s nuclear issue, increasing market expectations of conflict escalation. Investment bank analysts pointed out that if a military conflict erupts between the U.S. and Iran, gold could rise approximately 15% within two weeks due to safe-haven demand, with prices potentially reaching the range of $5,500–$5,800 per ounce, then possibly retracing gains as the situation clarifies.

In terms of cross-market impact, rising oil supply risks will drive energy price volatility and exacerbate inflation expectations; gold benefits from geopolitical safe-haven demand, with volatility potentially significantly increasing. Risk assets face liquidity contraction and dollar appreciation pressures.

In the crypto market structure, BTC is currently oscillating near the upper boundary of the range. If the dollar strengthens due to safe-haven sentiment, prices may be pressured to test the lower liquidity zone at 65-64k; if funds shift toward an anti-inflation narrative, short-term capital inflows could push prices toward the upper 69k, sweeping out short positions. The key variable remains whether geopolitical risks will substantively escalate.#Gate广场发帖领五万美金红包