Well-known analyst Tom Lee said in an interview that despite the U.S.-Iran conflict and rising oil prices, the stock market did not fall, showing that the market has strong resilience. He believes that most S&P constituents have undergone significant adjustments, that the worst-case scenario for the overall market may already be behind us, and that there is room for upside from here. He is bullish on Ethereum as well as technology, industrial, and mid- and small-cap stocks.

The Federal Reserve faces a complex situation with low-interest-rate policy. Even though a ceasefire between the U.S. and Iran provides an opportunity for the global economy, energy price volatility could still keep inflation elevated. War is not the main obstacle to rate cuts; instead, it may intensify policy caution, hindering progress toward easing.

According to data from the International Monetary Fund, global public debt is approaching 100% of GDP, fiscal space is tightening, and policy-making faces challenges. Unlike past debt crises, debt in this round continues to rise, which may lead to higher inflation and increased attention to crypto assets, while also raising policy uncertainty and causing volatility in the market. Global economic growth is slowing, and the stability of the traditional financial system is being tested; the role of crypto assets may gradually increase.

The U.S.-Iran war triggers a global economic shock, facing six major crises: food supply, the bond market, private credit, subprime loan defaults, inflation, and the aluminum industry. Analysts warn that it may threaten the stability of financial markets, determining whether a ceasefire can be reached.

Gate News, April 6, LD Capital founder Yi Lihua posted on social media saying that it looks like the war is finally going to end. Although he doesn’t understand politics, it’s still surprising that it has gone on for so long and now. He believes that after it ends, the market will rebound for a while rather than reverse. For an investment strategy, Yi Lihua suggests that if it’s a long-term trend investment, buying ETH at a bottom under $2,000 can get you to the top of the bull market; if it’s a short-term swing trade, you can take profit based on the level.

Gate News message: On April 5, OPEC+ held a committee meeting on Sunday, expressing concern about attacks on energy assets during the war between the U.S., Israel, and Iran. It said that the repair costs for the relevant facilities are high and will take a long time, which will affect overall supply capacity. The meeting statement emphasized that ensuring the safety of international sea lanes is crucial to keep energy flowing without interruption. The statement also noted that attacks on energy infrastructure are concerning and that restoring damaged energy assets back to full-load operation is both costly and time-consuming, thereby affecting overall supply capacity.

The EthCC exhibition at Cannes Ethereum blockchain event showcased a split in the cryptocurrency industry, highlighting the tensions between the crypto punk community and traditional financial institutions. Although institutional investment is increasing, concerns about the industry’s ideals have been raised by high ticket prices and sponsor-related controversies. The Ethereum Foundation reaffirmed the crypto punk principles, and future development will depend on how to balance capital and ideas.

BTC OG insider mega-whale agent Garrett Jin analyzes President Trump’s speech, saying it suggests a commitment to a hot war, and that the escalation of the Middle East conflict is already set in stone. He notes that the market hasn’t priced this in, that the near-term rebound is driven by positioning, and that the absence of any solution to the war will continue to weigh on oil supply and raise risks for importing countries. A 6% jump in oil prices reflects the reality of the conflict escalating.

The Middle East war has led to a sluggish market, which could weaken the size of SpaceX’s initial public offering (IPO). Analysts noted that a weak market would limit valuations, even though SpaceX is expected to list in July, with Musk counting on retail investors to boost demand.