On March 31 local time, former U.S. President Trump released a statement on his social media platform, like dropping a heavy bomb on a calm lake. In response to countries (such as the UK) that are unable to obtain jet fuel due to the blockage of the Strait of Hormuz, Trump offered two suggestions full of "America First" sentiment: "First, buy from America; we have a lot of oil. Second, have the guts to go directly to the Strait and take it down."

Translation:

“All those countries that cannot get jet fuel because of the Strait of Hormuz, like the UK, they refused to participate in actions against Iran back then. So I have two suggestions:

First, go buy from America; we have a lot of oil.

Second, have some courage, go directly to the Strait, and take it down.

You have to start learning to fight your own battles and solve your own problems. The U.S. will no longer help you, just as you didn’t help us back then.

Iran has basically been crippled; the hardest part is over.

Go get your own oil.”

AiCoin Data Insight: This is by no means a simple election outburst, but rather a microcosm of the substantive collapse of the international order and geopolitical security commitments dominated by the United States since World War II. When the "world police" refuse to provide free protection for 20% of the world's crude oil choke point, the pricing logic of the crude oil market is being completely reconstructed. And in this macro storm, an unexpected winner is emerging— the decentralized derivatives exchange Hyperliquid.

Repricing of Geopolitical Premium: Why Are Oil Prices "Flammable and Explosive"?

The Strait of Hormuz is the world's most important oil transportation artery, with over 20 million barrels of crude oil (about 20% of global consumption) passing through here daily. In the past, the presence of the U.S. Fifth Fleet was the underlying assurance of keeping this lifeline open.

Trump's comments are essentially sending a signal to the world: the United States is transforming its energy independence into a geopolitical weapon. For energy-importing countries in Europe and Asia, this means they face dual pressures: either bear higher costs to buy U.S. crude oil, or take on the military and political risks of maintaining the safety of Middle Eastern shipping lanes themselves.

This fundamental uncertainty is directly converted into a high geopolitical premium in the crude oil market. According to AiCoin's K-line data, the market's response has been swift and direct:

 

• WTI Crude Oil (CL): From a recent low of $62.42, it has surged to a high of $118, and after undergoing a healthy correction, it has stabilized in the $96-103 range, successfully surpassing the MA120 six-month line ($96.68). Trading volume continues to increase, with strong bullish sentiment.
• Brent Crude Oil (BRENTOIL): Similarly strong, recently peaking at $110.07, currently fluctuating around $105, with the MACD indicator near the zero axis likely to form a bullish crossover again.

JPMorgan's Insight: Why Are Oil Bulls Rushing Into Hyperliquid?

Against the backdrop of sharply rising geopolitical risks, the structural flaws of traditional commodity trading markets have been infinitely magnified. When crises erupt over the weekend, traditional markets like CME (Chicago Mercantile Exchange) and ICE (Intercontinental Exchange) are closed, leaving traders watching their risk exposure widen without the ability to hedge.

This “closing risk” has prompted vast amounts of capital to seek new outlets. According to the latest report from JPMorgan's managing director Nikolaos Panigirtzoglou's analyst team, as non-crypto traders seek exposure to oil prices during the closure of traditional markets and over weekends, trading activity on Hyperliquid has exploded.

The core data disclosed in the report is striking:

 

• During the weekend when tensions with Iran escalated, trading volume of WTI crude oil perpetual contracts (CL-USDC) on Hyperliquid surged.
• In mid-March, its daily trading volume peak reached an astonishing $1.7 billion.
• Open interest climbed to about $300 million.
• Crude oil has become the third-largest trading product on the platform after Bitcoin and Ethereum.

JPMorgan pointed out that Hyperliquid's ability to absorb such a large amount of traditional funds benefits from its three technical advantages: on-chain limit order book (providing precise pricing and an experience familiar to traditional traders), sub-second transaction finality (to meet high-frequency algorithmic trading needs), and portfolio margin mechanism (greatly enhancing capital efficiency). These characteristics make it no longer a simple DEX, but a “professional trading venue.”

Dimensional Reduction Strike: TradFi's Catch-up and DeFi's Head Start

Hyperliquid's success in oil trading is, in essence, a dimensional reduction strike against traditional financial (TradFi) infrastructure.

Despite pressure, CME plans to launch 24/7 crypto futures in May, and Nasdaq is also advancing 23-hour trading on weekdays, but as JPMorgan analysts noted, traditional exchanges still cannot provide the perpetual contract structure with up to 20x leverage settled in stablecoins (USDC) like Hyperliquid.

As Trump's comments signal a new, more tumultuous, and fragmented global geopolitical normalcy, a 24/7 uninterrupted, censorship-resistant trading platform with deep liquidity will no longer be a toy for crypto geeks but the essential infrastructure for global macro funds to hedge against tail risks.

AiCoin: The Ultimate Weapon to Capture Macro Volatility

In such a market filled with expected differences and high volatility, execution speed and the professionalism of tools determine the success or failure of trades. AiCoin provides professional traders with the ultimate solution for seamless access to the Hyperliquid oil feast:

 

• One-click secure authorization: Directly authorize your Hyperliquid account on the AiCoin PC end, saying goodbye to cumbersome API configurations, safely and quickly.
• Millisecond-level lightning order placement: Achieve one-click market orders, quick closings, and drag-and-drop stop loss and take profit through the floating panel on the chart, enabling layout completion before the traditional market opens in response to sudden geopolitical news over weekends.
• Comprehensive data monitoring: Real-time tracking of CL and BRENTOIL data, funding rates, and more indicators to arm your trading decisions with data.

Actual operation is super simple:

Step 1: Open Hyperliquid BTC/USDC K-line on AiCoin

Step 2: Find the toolbar and check the lightning order placement

Step 3: Directly click the green “buy long” or red “sell short” → instant transaction

Exclusive benefits: By registering or authorizing Hyperliquid through AiCoin and binding an invitation relationship (Invitation Code: AICOIN88), you can enjoy 4% commission rebates.

https://app.hyperliquid.xyz/join/AICOIN88

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In this unprecedented upheaval, the old order is collapsing, and a new trading paradigm is being established on Hyperliquid. Get your account ready for a new era of 24/7 macro hedging.

📖 Beginner’s Guide:

“AiCoin PC Hyperliquid Authorization Trading Tutorial”:

https://www.aicoin.com/zh-Hans/article/514197

 

“Zero Basics Entry! Hyperliquid First Trading Super Detailed Illustrated Guide”:

https://www.aicoin.com/zh-Hans/article/510225

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