Recent market focus remains on the fluctuating US-Iran negotiation progress, which directly drives oil price volatility around the $90-100/barrel level.
Recent breakdowns in talks and threats of renewed blockades in the Strait of Hormuz have pushed crude higher, injecting persistent inflationary pressure that complicates the Fed’s path—delaying rate cuts and maintaining a hawkish stance into late 2026.
This dynamic supports a risk-off tilt in traditional assets while bolstering BTC near $75,000 and ETH around $2,300 as liquidity buffer, with gold also firming amid uncertainty.
Overall, any positive diplomatic breakthrough could ease energy costs, unlock Fed easing, and catalyze a broad rally across crypto and equities, but near-term caution is warranted until clearer signals emerge.
Ryan Lee, Chief Analyst at Bitget Research
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