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BTC $77,440.17 +2.29%
ETH $2,360.62 +2.22%
BNB $640.32 +1.71%
XRP $1.44 +1.39%
SOL $87.31 +2.11%
TRX $0.3315 +0.82%
DOGE $0.0963 +1.58%
ADA $0.2538 +2.53%
BCH $451.11 +2.00%
LINK $9.47 +2.24%
HYPE $40.08 -2.43%
AAVE $92.36 +0.38%
SUI $0.9587 +1.76%
XLM $0.1795 +3.28%
ZEC $315.60 -0.25%

cbo

Gate CBO Kevin Lee: Oil prices move first, inflation follows, and the central bank's path is the ultimate variable

Gate CBO Kevin Lee recently published an article titled "War, War Never Changes... How Will the Macro Market Move?" regarding the recent situation in the Middle East. He pointed out that geopolitical conflicts themselves do not alter the fundamental operating logic of the market; what truly determines the medium-term direction of assets is the impact of the prolonged conflict on the inflation path and changes in central bank policy orientation.Kevin stated that within hours to days after the outbreak of conflict, crude oil typically experiences significant volatility first, as the market prices in the tail risk of supply disruptions; gold then activates, serving both as a safe haven and an inflation hedge; the stock market faces short-term pressure, with VIX rising rapidly and significant sector divergence.As the situation progresses from several days to two weeks, if energy supply is not continuously damaged, oil prices and risk premiums often retrace, and stocks and crypto assets rebound with the recovery of risk sentiment; however, if high oil prices persist for an extended period, inflation expectations will be systematically elevated, shifting the asset pricing logic from a trading perspective to a macro perspective.The article further emphasizes that what truly changes the trend is not the market reaction on the day of the conflict but the inflation data and policy expectations that gradually emerge weeks later. Over a longer cycle, the market will reprice around the evolution path of inflation, the credibility of monetary policy, and the economic growth outlook. Historical experience repeatedly proves that in high-uncertainty environments, emotional decision-making often comes at a high cost; understanding the transmission sequence and respecting cyclical patterns are key to navigating volatility.

Cboe submitted application documents for Canaray Staked INJ ETF and Invesco Galaxy Solana ETF to the SEC

ChainCatcher news, according to official information from the Cboe BZX exchange, the Cboe BZX exchange has submitted an application to the U.S. Securities and Exchange Commission (SEC) to launch an exchange-traded fund (ETF) that tracks the native asset INJ of the Injective blockchain. This application was submitted by Canary Capital Group LLC, the initiator representing the trust. Canary first proposed the idea of the Canary Staked INJ ETF earlier this month.On the same day, Cboe BZX also submitted the application form for the Invesco Galaxy Solana ETF, as more and more companies seek SEC approval for a spot SOL ETF.Both documents are part of the "two-step process" required for submitting cryptocurrency ETF proposals to the SEC. Since President Trump took office in January, the regulatory environment in the U.S. has become more favorable, and the SEC is reviewing dozens of proposals for digital asset funds, covering a variety of tokens from DOGE, SOL to XRP. During the Biden administration, the SEC has approved a spot Bitcoin ETF and subsequently approved a spot Ethereum ETF, a shift stemming from a key court ruling.Among these proposed ETFs, some companies are attempting to incorporate staking mechanisms. The SEC's Division of Corporation Finance stated in May that certain blockchain staking activities do not fall under the category of securities offerings, leading many to believe that staking mechanisms may be allowed to appear in cryptocurrency ETFs.
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