Допис

Hormuz Deal Unresolved: Oil and Crypto Stand at a Critical Crossroads Hormuz remains unresolved. While negotiations between the U.S., Iran, and Oman have made progress, disagreements over shipping routes, transit fees, and passage conditions mean geopolitical risks have not disappeared. Brent has climbed to around $84.95 per barrel, showing that markets are still pricing in a geopolitical risk premium linked to Hormuz. This matters significantly for Crypto: Hormuz tensions → Oil rises → Inflation expectations increase → Fed easing becomes harder → USD/yields rise → Risk-asset liquidity weakens → $BTC and Crypto face pressure. Conversely, if Hormuz reopens sustainably, the geopolitical premium could decline, oil could cool, and monetary-policy expectations could improve — creating more room for $BTC and the broader Crypto market to recover. Investors should therefore watch Hormuz, Brent, the U.S. dollar, Treasury yields, and $BTC price structure together. The key takeaway: Hormuz remains unresolved, so the risk has not disappeared. A durable agreement could become a positive catalyst for risk assets, while a breakdown in negotiations could quickly trigger another wave of volatility. If you find this information useful, follow me to stay updated and discuss the latest developments across the Crypto market and Wall Street. #HormuzDealUnresolved #StrategySellsBTCAgain #BTCETHETFFlowsDiverge $BTC $ETH