#原油价格飙升

Tokenized US stock trading has become an unstoppable trend! US non-farm payroll data came in shockingly low, causing a violent drop in the North American markets. Geopolitical conflicts intensified, pushing oil prices above $100 at one point. Liquidity that was previously diverted to gold was then hijacked by oil. Assets like BTC faced resistance and retreated under pressure!
1. Currently, almost all mainstream exchanges support tokenized US stock trading. This is an unstoppable trend and a major one. In the future, we will see the survival space for altcoins shrink more and more. Relying on a PPT to raise funds and let retail investors take the risk is basically impossible now. If there are more stable, high-quality US stock assets available for trading, why trade altcoins with uncertain outcomes? This is not a multiple-choice question; it’s a single-choice question. Retail investors may be naive, but they wouldn’t keep getting burned and rushing into fire repeatedly. The market will educate users;
2. The ongoing progress of the Crypto Market Structure Bill faces the biggest disagreement over stablecoin yields. Banks cannot accept the current situation. A few days ago, Eric Oldt’s son publicly stated that banks only give users 0.1% interest, but earn 3.75% (latest rate) from the Federal Reserve—this is essentially robbery. It’s a covert pressure on the banking industry. If stablecoins can be on equal footing with banks, then banks might become irrelevant. As Jack Ma said: “If banks don’t change, we will change the banks.” But this process could take a long time or require significant compromises from one side. Otherwise, the bill will be delayed again and again;
3. Last night, US non-farm payroll data shocked the market. The expected 5.9 was announced as -9.2, indicating poor US economic performance and raising fears of a recession. This favors rate cuts, so after the data was released, the probability of a Fed rate cut in June increased to 30-40%!
4. Geopolitical conflicts intensified. The Strait of Hormuz saw increased tensions, triggering a surge in oil prices—up 40-50% in just one week, even briefly surpassing $100. This is not a good sign. The already weak non-farm data was further worsened by this development.
Summary: If there were no issues in the Strait of Hormuz, oil prices would likely hover between $50-$60, not attracting much capital. With gold stagnating at high levels, the crypto sector would see continued capital inflows. However, the sudden surge in oil prices has unexpectedly broken this pattern, causing capital that was flowing into crypto to divert into oil instead!