Despite President Trump’s shifting views on Iran, underlying oil-market fundamentals suggest a negative trend for risk assets. Emergency releases from strategic petroleum reserves are expected to run out within weeks, and soaring ship insurance premiums for Hormuz transits indicate the route remains unsafe. These real-world gauges suggest that any market rallies driven by political statements are unlikely to last. Instead, focus on indicators like tanker traffic and oil-market fundamentals to make informed investment decisions.
Source: https://www.coindesk.com/markets/2026/04/02/bitcoin-traders-keep-chasing-trump-s-iran-noise-the-real-signals-are-elsewhere