According to Mihir (@RhythmicAnalyst), crude oil is approaching a breakout level after a strong rebound from the S2 support. If the upward momentum continues, it is expected to be inflationary, which could result in higher input costs across global markets. This inflationary pressure typically impacts financial markets, including cryptocurrencies like BTC and ETH, with a time lag as older inventories are replaced by higher-priced oil. Traders should monitor crude oil price movements closely, as rising energy costs often correlate with increased volatility and risk-off sentiment in both traditional and crypto markets. Source: Mihir (@RhythmicAnalyst) on Twitter, June 23, 2025.

According to The Kobeissi Letter, oil prices have jumped by 35% since their April 9th low, a significant move not yet reflecting the impact of recent weekend geopolitical events due to market closure (source: @KobeissiLetter, Twitter, June 22, 2025). This sharp increase is expected to drive inflation higher, historically leading to greater volatility in both traditional and crypto markets. Traders should monitor how Bitcoin (BTC) and Ethereum (ETH) respond to these macroeconomic shifts, as rising energy costs often impact mining profitability and investor sentiment. With inflation and geopolitical risks now at the forefront, crypto traders may see increased volatility and shifting correlations with commodities.

According to Fox News, former President Trump is expected to make a decision regarding Iran within the next two weeks if negotiations are possible (Fox News, June 19, 2025). Traders should monitor this geopolitical development closely, as any decision impacting Iranian oil exports could lead to heightened volatility in global oil prices and subsequently influence inflation expectations. Such changes often affect risk sentiment in crypto markets, particularly for major cryptocurrencies like BTC and ETH, as investors adjust portfolios in response to macroeconomic uncertainty. Source: Fox News.

According to Mihir (@RhythmicAnalyst), macroeconomic fundamentals consistently have a greater impact on crypto market movements than crypto-specific fundamentals. This insight is critical for traders analyzing BTC and ETH price actions, as major economic indicators like inflation data, interest rate decisions, and global economic policies often drive significant volatility across digital assets. As a result, successful crypto trading strategies should prioritize tracking macroeconomic announcements and trends to anticipate major market shifts, as evidenced by historical price reactions to Federal Reserve policy updates and global economic events (Source: https://twitter.com/RhythmicAnalyst/status/1934800421752582318).

According to @KobeissiLetter citing @Kalshi, oil prices are projected to reach a high of $94.10 this year following Israeli strikes on Iranian energy facilities. The expected rebound in inflation may drive increased volatility in cryptocurrency markets, particularly for Bitcoin (BTC) and other inflation-hedge assets. Traders should monitor macroeconomic trends closely as rising energy costs and inflation could influence both risk sentiment and capital flows into digital assets. Source: @KobeissiLetter on Twitter, June 14, 2025.

According to The Kobeissi Letter, US gas prices are projected to rise above $3.20 per gallon this month due to a surge in oil prices and escalating geopolitical tensions, as reported by Kalshi (source: @KobeissiLetter, June 13, 2025). This development is fueling inflation concerns, which historically impact both traditional and cryptocurrency markets. Traders should monitor inflation-sensitive crypto assets like BTC and ETH, as higher inflation can drive increased interest in decentralized alternatives and inflation hedges.

According to Mihir (@RhythmicAnalyst), crude oil prices have found robust support at the S2 level and are now on a recovery trajectory. This rebound in crude oil is likely to lead to higher inflation, which could impact cryptocurrency markets as traders anticipate potential shifts in monetary policy and risk sentiment. Rising commodities prices have historically translated to increased volatility in both traditional and crypto assets, making this development crucial for BTC and ETH traders to monitor closely (Source: Mihir on Twitter, June 13, 2025).

According to The Kobeissi Letter, crude oil prices have surged to $76 per barrel, marking a 40% increase since April 9, 2025 (source: Twitter, @KobeissiLetter). This significant rise in energy prices reverses the trend of lower inflation seen during President Trump’s term, where cheaper oil was used as a tool to drive inflation down. For crypto traders, heightened energy costs typically pressure traditional asset markets, historically leading to increased volatility and correlated movements in major cryptocurrencies like BTC and ETH. Traders should monitor oil price trends closely, as sustained high energy costs may influence inflation expectations, monetary policy, and crypto price action.

According to Crypto Rover, oil prices have surged above $75 per barrel, marking a gain of over 10% in a single day (source: Twitter @rovercrc, June 13, 2025). This sharp increase signals rising inflationary pressures, which could impact global financial markets. For crypto traders, higher inflation often triggers increased interest in digital assets like Bitcoin (BTC) and Ethereum (ETH) as hedges against currency devaluation. Monitoring price action in both traditional and crypto markets is essential as volatility may rise following this oil rally.

According to The Kobeissi Letter, inflation has returned to the forefront as oil prices approach $74 per barrel, marking a nearly $20 increase since the April low. The renewed rise in oil prices, triggered by escalating geopolitical tensions, is expected to influence global markets, including cryptocurrency trading activity. Historically, higher inflation and energy costs have led to increased interest in inflation-hedged assets such as Bitcoin (BTC), potentially fueling volatility and trading opportunities in the crypto sector (source: The Kobeissi Letter on Twitter, June 13, 2025).

According to The Kobeissi Letter, oil prices have surged above $71 per barrel for the first time in four months following Israeli military strikes in Iran. This represents an increase of over $15 per barrel since the April low, signaling heightened geopolitical risk and potential inflationary pressures. For crypto traders, rising oil prices historically correlate with increased volatility in assets like BTC and ETH, as investors seek hedges against inflation and market uncertainty. This development may prompt a shift in capital flows toward cryptocurrencies as traditional markets respond to inflation concerns (source: The Kobeissi Letter on Twitter, June 13, 2025).

According to The Kobeissi Letter, oil prices have surged above $71 per barrel for the first time in four months following Israeli strikes in Iran, marking a $15 increase since their April lows (source: The Kobeissi Letter, June 13, 2025). This sharp rise in energy costs is expected to fuel inflationary pressures, which historically correlates with increased volatility in both traditional and cryptocurrency markets. For traders, rising inflation often leads to speculation on assets like BTC and ETH as potential hedges, while also increasing market uncertainty and risk premiums across digital assets.

According to Francisco Rodrigues, Bitcoin (BTC) declined by 1.7% to $107,534.98 due to escalating Middle East tensions, as investors shifted to safe havens like gold, impacting broader crypto markets. Subdued US inflation data, with core inflation at 2.8%, increases the likelihood of Federal Reserve rate cuts starting in September, which could boost risk assets including cryptocurrencies, as per the CME FedWatch tool. Boris Alergant, head of institutional partnerships at Babylon, noted BTC trades as a risk-on asset but remains optimistic due to growing institutional demand, while Matt Mena predicts a $200,000 BTC price by year-end amid improving macro clarity.

According to @federalreserve, 52% of US consumers are unable to cover a $2,000 emergency expense using only savings, while 31% cannot handle a $500 unexpected cost. Additionally, a record 37% of respondents cited inflation and rising prices as their main financial concern. This weakening consumer financial resilience, as reported by the Federal Reserve, signals potential volatility in traditional markets and could prompt increased interest in cryptocurrencies as alternative assets, especially stablecoins and Bitcoin, for inflation hedging and liquidity management. Traders should monitor capital flows and sentiment shifts as macroeconomic pressure mounts. (Source: Federal Reserve Survey, 2024)

According to Compounding Quality on Twitter, stocks historically offer superior long-term returns compared to cash, which tends to lose value due to inflation. The analysis highlights that while cash provides short-term stability, it lacks the growth potential needed to beat inflation, making stocks a more attractive option for traders aiming to preserve and grow capital over time. This trend is relevant to cryptocurrency traders as well, as both asset classes are influenced by macroeconomic factors like inflation and monetary policy, potentially affecting crypto market sentiment and trading strategies (Source: Compounding Quality, June 4, 2025).

According to Compounding Quality (@QCompounding), the latest 'Macroeconomics Cheat Sheet' outlines key economic indicators such as GDP growth, inflation, unemployment rates, and interest rates, which traders should monitor for optimal crypto market timing. The cheat sheet emphasizes how changes in macroeconomic data like central bank policy decisions and inflation reports can trigger volatility in Bitcoin and altcoin prices. By understanding the direct relationship between macroeconomic trends and digital asset price movements, traders can better anticipate market shifts and adjust risk management strategies accordingly (Source: @QCompounding Twitter, May 24, 2025).

According to Brad Freeman (@StockMarketNerd), retailers are justified in raising prices when their input costs rise suddenly and sharply, as referenced in his recent tweet. This insight suggests that inflationary pressures are being passed onto consumers directly as a result of supply chain and cost shocks, not retailer greed (source: Twitter, May 17, 2025). For cryptocurrency traders, this trend signals that inflationary environments—driven by rising costs—could persist, potentially increasing demand for inflation-hedged assets like Bitcoin and stablecoins. Monitoring on-chain data and macroeconomic indicators may help traders anticipate capital flows into crypto as traditional markets react to ongoing price adjustments.

According to The Kobeissi Letter, US wholesale used vehicle prices surged by 4.9% year-over-year in April 2025, reaching their highest level since October 2023. Month-over-month, car prices increased by 2.7%, marking the second consecutive monthly gain based on verified market data. For crypto traders, this persistent inflationary pressure could influence Federal Reserve policy expectations, potentially impacting Bitcoin and altcoin volatility as investors adjust to shifting macroeconomic conditions (source: @KobeissiLetter, May 8, 2025).

According to The Kobeissi Letter, the US Consumer Sentiment Index fell by 6.2 points to a historic low of 50.8 in April, marking the second-lowest reading on record. This decline, the fourth consecutive one, suggests potential adverse effects on cryptocurrency markets as consumer confidence wanes. The index had only been lower in June 2022, when inflation peaked at 9.1%. Such economic indicators are crucial for traders, as they often precipitate increased volatility in digital asset markets.

According to The Kobeissi Letter, the US interest expense on national debt has reached a record $1.2 trillion over the past year. This increase necessitates extensive issuance of US Treasuries, leading to a surplus in the bond market and a subsequent drop in bond prices. This scenario is critical for traders, as falling bond prices can impact yields and influence broader financial markets.