Hupzy (Spot On Chain)|Aug 10, 2026 19:12
⚠️ US oil prices surged over 𝟱% 𝘁𝗼 $𝟴𝟮/barrel after President Trump announced the U.S. is now demanding compensation from Iran, shifting the confrontation toward financial extraction and raising escalation risk.
𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: Oil at $82 with a 5% single-session surge is a direct inflationary impulse at a time when the 30Y yield already sits above 𝟱.𝟮𝟬% — the highest since 2007. Higher oil feeds back into rate expectations, pressuring risk assets. The path stays risk-off for BTC until a concrete de-escalation framework emerges.
source: KobeissiLetter
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