Coinbase Institutional 🛡️ (@CoinbaseInsto): Revisiting the oil shock from global conflict: Implications for bitcoin and markets
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Revisiting the oil shock from global conflict: Implications for bitcoin and markets In this week’s Markets Podcast, we analyze the recent escalation in the Iran conflict and its impact on oil prices, Hyperliquid’s role in weekend price discovery for commodities, inflation expectations, and the Fed. Key topics include: ‣ The geopolitical risk premium making oil a key macro transmission channel. ‣ The significance of oil supply disruption duration for bitcoin's outlook. ‣ How crypto-native venues like Hyperliquid ( $HYPE ) are driving weekend price discovery for oil, gold, and silver perps. We also discuss key BTC levels for the week ahead, including the pivotal $73K breakout zone and the potential for negative gamma around $75K to drive a move toward $80K. What are your thoughts on the connection between onchain derivatives trading and the oil market?