BitUnix analysts point out that the Strait of Hormuz and the Red Sea Mandeb Strait are facing military threats, Brent crude oil prices are approaching $95, and global energy transportation and insurance costs are rising. The yield of the 30-year treasury bond bond of the United States remained above 5%, and the fiscal deficit and AI infrastructure financing pushed up the long-term capital cost. Google has raised its capital expenditure for 2026 to $195 billion to $205 billion, OpenAI has raised its estimated cloud computing expenditure for 2030 to $700 billion, and AMD has reached a multi billion dollar investment agreement with Anthropic. If the gasoline price rises to $4 per gallon, combined with tariff costs, inflationary pressure will continue. The market focused on whether the oil price could exceed $100, and whether the yield of 30-year US treasury bond bonds was above 5%, forming a new normal.
