ME News 消息，3 月 2 日（UTC+8）， 摩根大通大宗商品团队称，经霍尔木兹海峡的原油出口量已降至每日 400 万桶，而通常的出口量为每日 1600 万桶。 摩根大通表示，即使霍尔木兹海峡的通行仅受阻 3-4 周，也可能迫使海湾合作委员会成员国关闭石油生产，并将布伦特原油价格推高至每桶 100 美元以上。(金十)（来源：ME）

ME News 消息，3 月 2 日（UTC+8）， 摩根大通大宗商品团队称，经霍尔木兹海峡的原油出口量已降至每日 400 万桶，而通常的出口量为每日 1600 万桶。摩根大通表示，即使霍尔木兹海峡的通行仅受阻 3-4 周，也可能迫使海湾合作委员会成员国关闭石油生产，并将布伦特原油价格推高至每桶 100 美元以上。(金十)（来源：ME）

摩根大通：布伦特原油价格或推高至每桶100美元以上

According to ME News, on March 2nd (UTC+8), JPMorgan Chase's commodities team stated that crude oil exports through the Strait of Hormuz have fallen to 4 million barrels per day, compared to the usual 16 million barrels per day. JPMorgan Chase indicated that even a mere 3-4 weeks of disruption to passage through the Strait of Hormuz could force Gulf Cooperation Council member states to shut down oil production and push Brent crude prices above $100 per barrel. (Source: ME)

According to ME News, on March 2nd (UTC+8), JPMorgan Chase&#39;s commodities team stated that crude oil exports through the Strait of Hormuz have fallen to 4 million barrels per day, compared to the usual 16 million barrels per day. JPMorgan Chase indicated that even a mere 3-4 weeks of disruption to passage through the Strait of Hormuz could force Gulf Cooperation Council member states to shut down oil production and push Brent crude prices above $100 per barrel. (Source: ME)

JPMorgan Chase: Brent crude oil prices may rise to over $100 per barrel

Arthur Hayes recently published an analysis suggesting that the US's continued involvement in tensions with Iran could support Bitcoin prices in the medium and long term. Hayes argues that since 198...

Arthur Hayes: The more the US gets bogged down in Iran, the greater the chance Bitcoin has to rise in price.

Editor's Note: From the Gulf War to the global war on terror, and then to the troop surge in Afghanistan, US military operations in the Middle East have spanned almost the entire international political cycle of the past few decades. Accompanying these wars are not only geopolitical conflicts and massive fiscal expenditures, but also an often overlooked variable: monetary policy.

This article reviews several key wars since 1990, examining the subtle relationship between war, fiscal pressure, and Federal Reserve policy: following numerous Middle East conflicts, the Federal Reserve has often stabilized the economy and financial markets through interest rate cuts or easing policies. Based on this, Arthur Ha...

Arthur Hayes: Is every Middle East war an opportunity to long on Bitcoin?

Author: CryptoSlate
Compiled by: TechFlow TechFlow
TechFlow Summary: This article clarifies a structural issue that is easily overlooked: Bitcoin ETFs are not the floor, but rather a conditional buyer. A net outflow of $3.8 billion over five weeks is not just a poorly calculated figure, but rather a sign that the most stable door for institutions was quietly closed at the height of tariff uncertainty. The data reversed after February 20th, but whether this reversal is a genuine signal or a tactical maneuver is worth careful consideration. The author provides three pathways and four indicators to observe.
The full text is as follows:
Bitcoin ETF...