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US President Donald Trump rejected the interpretation that he is pushing Iran back to the negotiating table, saying instead that Washington already holds the better position, nearly controls the Strait of Hormuz and is watching the Iranian economy collapse, per Odaily at 2:30 a.m. KST on the 2nd. The rhetoric keeps a geopolitical premium embedded in WTI and Brent, since roughly a fifth of global seaborne crude transits Hormuz and any interruption headline re-prices energy, gold and inflation-sensitive rate expectations before it reaches equities. With no concrete military or sanctions action announced, this is verbal escalation rather than a supply event, so the read stays neutral for crude unless tanker traffic disruption, new sanctions enforcement or a confirmed strike appears; a genuine flare-up would hit BTC and high-beta risk first through dollar and safe-haven demand.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, BZ=F, GC=F.
Original Source: 토큰포스트
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