Crypto trading firm QCP Capital states: While geopolitical issues are headline news, the real driver of the market is actually oil prices. This assessment accurately reveals the core logic of current global asset pricing—oil prices have shifted from a "risk event" to a "macro variable."#特朗普15%全球关税将于本周生效

If the Strait of Hormuz remains blocked, every $10 increase in crude oil prices per barrel will add approximately 0.3-0.5 percentage points to global inflation. The US February CPI has already shown signs of rebound, and further oil price increases will directly lock in the Federal Reserve's "higher for longer" interest rate path.
All future market narratives may revolve around a core question: Are oil prices a short-term pulse or a long-term upward trend? This will determine the Fed's decision-making button, and consequently, the fate of all risk assets, including cryptocurrencies$ROBO