BitUnix analyst: War affects industrial production capacity, market inflation and risk mismatch intensify

BitUnix analysts pointed out that the war has expanded from energy supply uncertainty to industrial capacity damage, with the largest aluminum company in the Middle East, EGA smelter, shutting down production, multiple aluminum plants reducing production, industrial metal supply chains being disrupted, and inflationary pressures transmitted from oil prices to the manufacturing end. Trump stated that he will increase military strikes in the next two to three weeks and did not provide a path for conflict escalation, leading to an increase in oil prices, a rebound in bond yields, and a sell-off of gold. The risk of prolonged geopolitical conflicts has increased, and the market is showing short-term and defensive characteristics. The BTC price is under pressure at $68000, with $65500 below being the key testing area. The overall market has entered a stage dominated by supply chain disruption, with inflation expectations rising but lacking growth support.