Trump's Rate Criticism Complicates Fed's Inflation Fight

Fidelity Doubles Gold Holdings as Fed Policy Uncertainty Deepens

Missile Shortfalls and Strait of Hormuz Leverage Complicate U.S.-Iran Negotiations

Warsh's Silence on Fed Policy Pushes Traders to FOMC Minutes

JPMorgan Economist Urges Fed to Hike Rates as Uncertainty Grips Markets

US Oil Reserves Hit Lowest Level in Over 40 Years

US-Iran Tensions Rattle Markets as Diplomacy Stalls

No US-Iran Talks Held, Source Says, Raising Uncertainty Over Regional Stability

Trump Expects New Iran Talks Monday, Tehran Denies Direct Engagement

US-Iran Tensions in Red Sea Threaten Global Shipping Routes

Fed Officials Split on July Rate Hike, Raising Market Uncertainty

XRP Drops 2.9% as Fed Decision Nears, $9.5M in Liquidations Hit Market

US and Iran Agree to Ceasefire, but Internal Divisions and Market Risks Loom

Trump Threatens Tariffs on Canada Over Wildfire Smoke, Accusing Ottawa of Negligence

Iran Strikes Military Bases in Kuwait and Jordan After US Airstrikes

Iran Warns of Further Trade Route Blockades After US Airstrikes

Trump Threatens Iran Strikes Over Nuclear Deal Delays, Spooking Crypto Markets

Bitcoin Slumps to $61,000, Down 25% This Month as US Regulatory Fog Thickens

Bitcoin Slips Below $63,000 as Volatility Spurs Caution

This event underscores the fragility of energy supply routes and the persistent geopolitical premium in oil. For crypto, higher oil prices feed into inflation expectations, potentially delaying rate cuts and strengthening the dollar—both headwinds for risk assets. Conversely, if oil spikes trigger a flight to hard assets, Bitcoin could see renewed demand as a non-sovereign store of value, though correlation remains mixed.

Crude Oil

Iran's Foreign Ministry spokesman stated that a deal with the US to open the Strait of Hormuz is not imminent, but consensus has been reached on many issues.

Iran Says Strait of Hormuz Deal Not Imminent, Reversing Oil Price Dip

Iran-US Strait of Hormuz Deal is Closer Than Headlines Suggest – Crypto Market Should Price in a Sooner-Than-Expected Agreement