币圈老鱼🌊🌊
币圈老鱼🌊🌊|Apr 01, 2026 04:20
The war between the United States and Iran will not end easily and will last for a long time. High oil prices are harmful to the United States, but the damage is not as high as market expectations. Here is the complete logic of Lao Yu. The biggest problem in the United States is not inflation. If there is really concern about inflation, the Federal Reserve has already started raising interest rates and will not maintain them unchanged. The problem that the United States wants to solve the most is the issue of US debt. My viewpoint is not consistent with the mainstream view, but I suggest patiently reading through it. Since I can predict in advance the simultaneous rise of oil, gold, and Bitcoin. My analysis still makes some sense. The United States' recent attack on Iran is a win-win situation, as it aims to strengthen its control in the Middle East, safeguard Israel's interests, and strike at Saudi Arabia. The United States said it wanted to solve the Iran issue a long time ago, but due to various factors, it has not taken action yet. Since we have made a move this time, we must solve the issue of Iran's nuclear weapons. So it won't end so easily. Although high oil prices can harm oneself, they can also benefit from them. The rise in oil prices this time has caused American oil companies to make a profit, and the Strait of Hormuz has affected the export of Middle Eastern oil. US oil exports may not go through the Strait of Hormuz. The blockade of the Strait of Hormuz mainly affects Asia, especially Japan, South Korea, China, and India. The second goal of the United States is to use high oil prices and inflation to explode Asia. Now let's look at Japan and South Korea, and see the data I have compiled below. The funds from Japan and South Korea have significantly flowed back to the United States, so the US dollar index has been rising. Although the stock markets in Japan and South Korea are rebounding today, I estimate it will be temporary, so don't chase too much. What the United States really needs to solve is the US debt problem. It needs major global funds to flow back to US bonds, help them take over, and solve the liquidity problem of US bonds. In contrast, inflation is not a problem, and economic recession is also not a problem, both can be solved. So although there have been rumors of a ceasefire between the two sides in the market today, oil prices cannot come down. Large investment funds have long recognized this, and this battle is bound to be won. Why do assets such as gold and Bitcoin rise? Even the US stock market is expected to rise. People are no longer expecting a war, they are expecting how much money the Federal Reserve will print next. I think the main reason is that the Federal Reserve is expected to quickly increase and print a large amount of money in anticipation of the upcoming war in the United States. When buying US Treasury bonds, the significant depreciation of the US dollar will cause major assets to rise. By the time the public understands this, assets have already flown into the sky. The above is Lao Yu's analysis, or as the saying goes, take my viewpoint as a voice of the market, how to do it, and make your own judgment.
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