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丰心雪
#俄乌或达成“能源停火”协议,进展待确认
俄罗斯放宽柴油出口,油价却只微跌:CL跌0.10%,BZ跌0.22%。霍尔木兹的风险仍在,市场不敢掉以轻心。
柴油是工业血液,俄罗斯放宽出口,理论上增加供应,缓解通胀。但霍尔木兹这条咽喉还堵着,市场怕的是黑天鹅。油价高位震荡,对美联储来说是最难受的——通胀压不住,加息停不下。
对币圈来说,高油价→高通胀→高利率→流动性紧缩,这个链条从未改变。但每次能源危机都在提醒世界:美元-石油体系脆弱。当被制裁国家越来越积极拥抱加密资产,比特币的长期叙事反而被强化。
短期痛苦,长期倒逼。油价波动只是表象,货币体系博弈才是关键。盯紧中东,也盯紧你的仓位。$ETH $BTC
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