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The US struck dozens of targets linked to Iran's Revolutionary Guard overnight, with Bloomberg reporting on the 30th that Washington now faces a hard choice between escalation and mounting military-economic costs. Persistent tension around the Strait of Hormuz keeps a supply-disruption premium in crude oil, supporting WTI and Brent while lifting safe-haven demand for gold and pressuring broader risk appetite including crypto beta. The key watch item is whether Iran retaliates against shipping or US assets, which would force a sharper repricing of oil, defense equities, and risk assets.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, GC=F, BTC.
Original Source: 블록미디어
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