Ceasefire between the US and Iran—do you think the crisis is over?

Just two days after shaking hands, Japan is rushing to knock down another 20 days of oil reserves—The Strait of Hormuz hasn’t even stabilized, and oil prices still have to jump!

Look at last night’s PCE: core inflation is holding tight at 3%, far above the Federal Reserve’s target. Market expectations have flipped immediately: for the third straight time, April sees rates on hold, and within the year, rate cuts are “later and less likely.”

What does this have to do with the crypto market?
On one side, energy supply is choking the lifeline; on the other, rate cuts still haven’t come through. Liquidity can’t loosen, and risk assets won’t be able to take off easily. You think “ceasefire = a retreat in safe-haven demand = a crypto rebound”? Turns out inflation + oil team up to rip up the script.

Even Japan is afraid of supply disruptions, and the global supply chain could blow up anytime. When risk sentiment kicks in, are funds rushing into the big bet—or running for the exits?

Remember: don’t just watch the K-line—macroeconomic undercurrents are the real indicator of the trend. Follow me and I’ll help you avoid the traps.

#美伊停火协议谈判再生变故