全球地缘分裂时代的金融风暴

全球地缘分裂时代的金融风暴

全球地缘局势动荡不安，金融市场激起巨浪，资产定价与预测逻辑正被重构。

81 articles
Regarding the US military's blockade of the Strait of Hormuz, here are six key issues of market concern.
The US blockade of the Strait of Hormuz has sent global oil prices soaring. This move targets Iran's oil lifeline, exacerbating pressure on Asian energy supplies, and the market is pricing in a potential shortage.
华尔街见闻
From the Suez Canal to the Strait of Hormuz, Bitcoin is becoming the "hard currency" in turbulent times.
Nasser won the battle on the battlefield, but the battle of currency was bought with money.
Bill Qian
Iran's Impact on the Dollar: The Perfect Storm of the Petrodollar
The conflict with Iran is shaking the foundations of the petrodollar system, intensifying the interplay between oil prices and US Treasury yields. This article provides an in-depth analysis of the underlying logic of dollar hegemony, the petrodollar cycle mechanism, and the three layers of structural pressure it faces, revealing how geopolitical conflicts are reshaping the global asset pricing and reserve currency landscape.
见微知著杂谈
Why is the US-Iran ceasefire doomed to fail?
The 2026 US-Iran ceasefire agreement is extremely fragile and is essentially a "ruin of the agreement".
区块律动BlockBeats
Bitcoin toll booths in the Strait of Hormuz
A country under comprehensive sanctions has set up a Bitcoin tollbooth on the world's most important oil shipping route.
深潮TechFlow
Non-USD stablecoins won the wrong battle.
The most common illusion created by non-USD stablecoins is that changing the unit of account equates to changing the monetary order. In reality, what's truly valuable is never the address, but the water pipes and the main valve.
衣莎贝 全球支付网络观察
Dalio: We are in the early stages of a world war that will not end anytime soon.
The conflict with Iran is just the beginning; the next world war may be brewing.
PA宏观
Citrini's field research in the Strait of Hormuz: A brush with death, we brought back the truth that satellites couldn't capture.
Citrini, author of the doomsday report, conducted in-depth field research in the Strait of Hormuz, revealing how the Iranian Revolutionary Guard formulated new rules for passage. Key global shipping routes conceal investment opportunities; firsthand intelligence analyzes real shipping and market signals amidst geopolitical conflicts.
PA荐读
Interviews with 10 crypto professionals in Dubai: Some returned to China overnight, while others signed "life-or-death" waivers to return to work.
Will Dubai remain the crypto hub of the Middle East in the long run?
Odaily星球日报
Trump's speech ignites markets: "Heavy blow to Iran in the next two to three weeks," oil prices surge and gold prices plummet!
Trump's speech on the war with Iran, threatening to strike its energy facilities, pushed WTI crude oil prices above $103. The continued blockade of the Strait of Hormuz exacerbated the risk of a global oil supply shortage, fueling market risk aversion and causing gold and stock prices to fall.
PA荐读
特朗普：伊朗之后，下一个是古巴
美国总统特朗普的这句表态，把一个长期处于边缘状态的经济体，再次推入全球视野。
Conflux
Trump, the world's largest oil trader
Regardless of the outcome, he will not lose money.
深潮TechFlow
Goldman Sachs' analysis of "How long will the Iran war last": The market has only traded "inflation," not "recession."
Goldman Sachs warns that a crisis in the Strait of Hormuz could trigger a global recession, arguing that the current market is only pricing in an inflationary shock while ignoring the devastating impact of energy supply disruptions on economic growth. If the war drags on, global assets will face a violent reversal from inflation trading to recession trading.
华尔街见闻
How will this Middle East war reshape your assets in 12 months?
This article provides an in-depth analysis of the four-stage impact of Middle East geopolitical conflicts on global markets, focusing on energy shocks, the Federal Reserve's policy shift, and the accelerated application of AI, offering investors a strategic framework and potential opportunities during the crisis.
大钳子
对话Arthur Hayes：AI将引爆金融危机，央行印钞启动才是买入比特币最佳时机
美联储将因AI冲击与战争压力重启印钞，这将是比特币爆发的关键信号。他分享为何应等待央行放水再买入，并解析比特币作为“流动性警报器”的独特角色。
深潮TechFlow
战争、石油与加密货币的奇妙联结：Hyperliquid油价衍生品何以成为宏观定价新枢纽？
随着中东地缘政治局势的急剧恶化，美以与伊朗之间的冲突正在将全球大宗商品市场推向一个新的波动极值。在这一宏观背景下，一个过去主要存在于加密货币原生叙事中的现象正在真实发生：去中心化交易所（DEX）正在接管传统大宗商品的尾部与突发风险定价权。
Max.S
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火币成长学院
Power succession, military structure, and cross-border capital: The Iranian political network in which Mojtaba Khamenei operates.
This article analyzes the Iranian political network in which Mojtaba Khamenei operates from three dimensions: power succession, military structure, and cross-border capital. It examines the relationship between Iran's religious authority, the Revolutionary Guard, and its economic resource system, and further explores how digital assets and regional financial networks have become new channels for capital flow under international sanctions. Through the cross-perspective of political structure and financial mechanisms, it reveals the profound changes taking place in Iran's national governance model.
137Labs
Economists warn that stock market bubbles are more fragile than a repeat of the oil crisis of 50 years ago.
De-dollarization is nonsense; tariffs are killing jobs; the oil crisis is masking a real bubble. Of all the regime change attempts the US has participated in, about 60% have completely failed.
Yuliya
With oil prices exceeding $100, who is reaping the "war dividend"?
Every major transfer of wealth begins with a surge in oil prices.
深潮TechFlow