Hupzy (Spot On Chain)|7ๆ 28, 2026 23:11
๐จ Iran launched ballistic missiles at a US military base in Jordan, sending oil prices surging ๐ฑ%+ on the news โ a direct kinetic strike on US infrastructure, not proxy engagement.
This expands the conflict's geographic footprint: Jordan had been a relatively stable staging ground for US forces. Oil at these levels feeds directly into inflation expectations, putting upward pressure on rates just as Fed Chair Warsh has tried to label the Iran energy shock _temporary_.
๐๐๐ฝ๐๐ ๐๐ฎ๐ธ๐ฒ: A ballistic missile strike on a US base is a clear ๐ฟ๐ถ๐๐ธ-๐ผ๐ณ๐ณ catalyst. Oil spiking 5% tightens financial conditions โ higher energy costs feed inflation, suppressing rate-cut expectations. For BTC, this is bearish near-term: risk assets typically sell off on military escalations, and BTC has been trading as a risk proxy. Watch for US retaliation, which could extend the oil move and deepen risk-off positioning.
source: KobeissiLetter
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