The recent collapse of talks and threats to reblock the Strait of Hormuz have driven up oil prices, creating sustained inflationary pressure that complicates Fed actions – delaying rate cuts and maintaining a hawkish stance through the end of 2026.
This situation encourages a decline in risk appetite for traditional assets, while providing BTC support at around 75,000 USD and ETH at around 2,300 USD as a liquidity buffer; amid uncertainty, gold also strengthens. Overall, any positive diplomatic breakthrough could help lower energy costs, allow the Fed to ease monetary policy, and become a catalyst for a broad rebound in crypto and equity markets, but caution is advised in the short‑term outlook until clearer signals emerge.
Ryan Lee, Chief Analyst at Bitget Research
