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郑伟 Zhang Wei🤘💞
Bitcoin’s next move may depend on the Strait of Hormuz. 👀
If Oman and Iran can turn their proposed Hormuz corridor into a sustained recovery in shipping, oil could stay softer — taking pressure off Treasury yields and giving risk assets, including $BTC, another tailwind.
But there’s a big catch: only 5 commodity-vessel transits were recorded versus a 10-day average of 15. If the corridor fails or attacks return, the oil premium could come roaring back.
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