As geopolitical tensions in Iran shake up the energy markets, global inflation is forming a new "floor." The era of low interest rates is now a thing of the past.

In recent years, we have once again realized how closely interconnected the globalized supply chain and international energy markets are. Political instability in the Middle East is not just a regional issue but directly affects worldwide prices. Rising oil prices increase energy costs, which in turn raise transportation and production expenses, leading to accumulated inflationary pressures.

Within the globalized economic structure, these geopolitical risks act as pressure points for central banks to raise interest rates. Maintaining a low interest rate environment becomes increasingly difficult, significantly impacting asset classes that have relied on low rates. The cryptocurrency market is no exception.

An interesting point is that this inflation floor is not merely a temporary phenomenon. As globalization deepens, the pattern of regional crises having global impacts is becoming entrenched. Factors such as energy security, supply chain restructuring, and geopolitical divisions are likely to sustain long-term inflationary pressures.

Ultimately, investors should shift from waiting for the return of low interest rates to adjusting their asset allocations to this new inflation environment. Recognizing these structural changes in a globalized market will be crucial for future investment decisions.