1. Iran still has the capability to prevent ships from passing through the Strait of Hormuz
2. The current conflict is led by the US, but whether to cease-fire is determined by Iran
3. Crude oil will definitely be in short supply in the short term, and oil prices and LNG natural gas prices will continue to rise, which is beneficial for US exports, and Europe will be forced to accept high-energy prices
4. AI infrastructure in the Middle East has been destroyed, which is bearish for [text incomplete]

2025lovepeace

2026-03-15 23:37:07

Iran still has the ability to stop ships passing through the Strait of Hormuz.
Currently, the conflict is led by the United States, but Iran decides whether to cease fire.
Short-term oil shortages are certain, and oil prices, LNG, and natural gas prices will continue to rise, benefiting US exports. Europe will be forced to accept high energy prices.
AI infrastructure in the Middle East has been destroyed, which is short-term negative for #AI but long-term positive for $AI to continue rising. $BTC $ETH $LTC

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