ChainThink reports that on March 15, Garrett Jin, agent of the "BTC OG Insider Whale," posted that: "On day 16 of the U.S.-Iran conflict, the Strait of Hormuz remains closed. Since February 27, oil prices have risen approximately 45%, with Brent crude surpassing $103. There is no sign of a ceasefire. The Strategic Petroleum Reserve (SPR) can cover at most 12%–15% of the supply gap."
Trading Strategy: Go long on oil and reduce equity exposure—particularly in stock markets of net energy-importing countries (such as Japan, South Korea, and Europe). Simultaneous rises in interest rates, the U.S. dollar, and oil prices often signal tightening market liquidity, impacting nearly all asset classes. Maintain cash positions, shorten duration, and stay vigilant.