Tomas Kirchovas
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐˜๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐—ด๐—ฒ๐—ผ๐—ฝ๐—ผ๐—น๐—ถ๐˜๐—ถ๐—ฐ๐˜€ ๐—ณ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ ๐˜๐—ต๐—ฎ๐—ป ๐—ต๐—ฒ๐—ฎ๐—ฑ๐—น๐—ถ๐—ป๐—ฒ๐˜€. The Strait of Hormuz (~20% of global oil flow) is under pressure. Oil > 100$ so inflation risk is back. Normally, thatโ€™s bearish for risk assets. But crypto is holding up. Why? โ€ข Institutional exposure remains (BlackRock, Fidelity ETFs, macro funds) โ€ข Capital is rotating, not exiting markets โ€ข In uncertainty, alternatives to traditional systems gain attention At the same time, equities are mixed โ€” no longer a โ€œbuy everythingโ€ market. This feels like a transition phase. Oil shock vs liquidity vs new crypto narrative. ________________________________________ @SSAVISS โ€” ๐˜š๐˜ฎ๐˜ข๐˜ณ๐˜ต ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜๐˜›, ๐˜›๐˜ฆ๐˜ค๐˜ฉ ๐˜š๐˜ต๐˜ฐ๐˜ค๐˜ฌ๐˜ด & ๐˜Š๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ $OIL $BTC $BLK (BlackRock Inc)
Not investment advice. The author may have financial interests in the mentioned instruments.
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