Macro Research Report on the Cryptocurrency Market: The Crossroads of Oil Hurricanes, AI Tsunamis, and Bitcoin
The global financial markets are undergoing a systemic reassessment triggered by geopolitical conflicts: the blockade of the Strait of Hormuz caused oil prices to surge by 30% at one point, but the increase narrowed after the G7 urgently released reserves. Stagflation risks have replaced inflation as the core concern, the dollar has become the "only safe haven" and is approaching the 100 mark, and stocks in the Asia-Pacific region and the U.S. experienced a "Black Monday" with widespread declines; in the AI sector, however, there are stark contrasts, as the National Development and Reform Commission proposed a target of 10 trillion yuan by the end of the 14th Five-Year Plan.
