Bitunix analysts note that the Strait of Hormuz and the Red Sea–Bab el-Mandeb Strait face military threats, with Brent crude oil prices nearing $95, driving up global energy transportation and insurance costs. The U.S. 30-year Treasury yield remains above 5%, as fiscal deficits and AI infrastructure financing push up long-term funding costs. Google has raised its 2026 capital expenditure forecast to $195–205 billion, while OpenAI has increased its projected 2030 cloud computing spending to $700 billion. AMD and Anthropic have entered into multi-billion-dollar investment agreements. If gasoline prices rise to $4 per gallon, compounded by tariff costs, inflationary pressures will persist. Markets are closely watching whether oil can break above $100 and whether the U.S. 30-year Treasury yield above 5% has become a new normal.
Energy crisis and long-term bond yields pressure risk asset valuations.
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Summary
Real-world assets (RWA) news indicates that energy tensions and bond yields are reshaping risk valuations. Military threats near the Strait of Hormuz and the Red Sea-Mandeb Strait pushed Brent crude close to $95, increasing energy costs. U.S. 30-year Treasury yields remained above 5%, driven by AI infrastructure spending. Google raised its 2026 capital expenditure forecast to $195–205 billion, while OpenAI anticipates $70 billion in cloud usage by 2030. AMD and Anthropic signed a multi-billion-dollar agreement. Rising gas prices and tariffs may sustain elevated inflation. Markets are monitoring whether oil reaches $100 and whether yields remain above 5%. Global crypto policy observers note that these macroeconomic shifts could impact token valuations.
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