Iran’s parliament is considering a permanent ban on US- and Israeli-related oil tankers from passing through the Strait of Hormuz. This major geopolitical event directly opens a dual upside logic for the crypto market:

On one hand, the Strait of Hormuz is the lifeline for global crude oil transportation. Once the ban takes effect, it will directly push up oil prices, intensify global inflation pressure, and force the timing of the Federal Reserve’s rate cuts to be delayed. The expectation of tighter US dollar liquidity heats up, and “bǐngzi” as a hedge against inflation is activated.

On the other hand, as geopolitical tensions in the Middle East escalate, global risk assets face pressure. Funds will accelerate into “digital gold” safe-havens such as Da Bing and Er Bing, further driving up crypto prices. Combined with the US CPI data to be released tonight, under the resonance of these two developments, short-term Bitcoin volatility increases, while medium- to long-term upward momentum is continuously strengthened. #币圈##blockchain#加密市场回升