Hupzy (Spot On Chain)|7ๆ 23, 2026 13:03
๐จ President Trump stated the US will ๐ต๐ผ๐น๐ฑ ๐๐ฟ๐ฎ๐ป ๐ฟ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐น๐ฒ for Houthi strikes on two Saudi vessels in the Red Sea, directly attributing proxy attacks to Tehran and implying retaliation.
The Houthi strikes had already pushed Brent above $98, but this statement raises the risk of direct US-Iran confrontation beyond the ongoing conflict โ a material escalation from oil-price impact to potential military response.
๐๐๐ฝ๐๐ ๐๐ฎ๐ธ๐ฒ: Blaming Iran for Houthi proxy attacks opens the door to US retaliation against Iranian assets. If rhetoric progresses to action, expect oil to spike further and risk assets to sell off hard. BTC typically trades risk-off during acute geopolitical escalations โ this is a short-term bearish signal with high uncertainty. Position sizing should reflect the binary outcome: de-escalation versus military response.
source: KobeissiLetter
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