BitUnix analyst: Market focus shifts towards high capital costs, geopolitical risks cool down

BitUnix analysts point out that as the Middle East conflict cools and energy supply chains recover, market focus shifts from geopolitics to inflation, fiscal and funding costs. US Treasury Secretary Vincent emphasized supply chain autonomy and energy security, and the US manufacturing data in June reflects structural differentiation in the economy. Investors reprice inflation stickiness and pay attention to the policy stance and path of Federal Reserve Chairman Kevin Walsh. The global liquidity environment and changes in risk appetite affect the cryptocurrency market, and the flow of funds depends on US bond yields and Federal Reserve policy signals.