US imposes sanctions on companies aiding Iran’s oil shipments to China

Arthur Hayes says Bitcoin’s bull market has already started, arguing that a new wave of dollar and yuan liquidity tied to AI spending, wartime policy and infrastructure rearmament could push BTC back to $126,000. In his May 12 essay, “The Butterfly Touch,” the BitMEX co-founder and Maelstrom chief investment officer framed crypto’s next leg higher as a macro liquidity trade rather than a narrow digital-asset story. His central claim is that governments and banks in the US and China are being pushed toward looser credit conditions by three overlapping forces: the AI arms race, military escalation, and a global shift away from just-in-time supply chains. “The bull market began in earnest when the US attacked Iran on February 28th,” Hayes wrote, tying Bitcoin’s recent outperformance to what he sees as the start of a new political regime for money creation. Hayes Points To AI, War And Fiat Expansion Hayes argued that AI infrastructure spending has become a national-security priority in bot

A prolonged Strait of Hormuz closure could destabilize global oil markets until 2027, impacting energy costs, inflation, and crypto markets. The post Aramco CEO warns oil market could lose 100M barrels weekly if Strait of Hormuz remains closed appeared first on Crypto Briefing.

Huang's inclusion highlights the strategic importance of tech diplomacy in US-China relations, impacting global semiconductor dynamics. The post Trump calls Nvidia CEO personally to join China trip amid chip diplomacy tensions appeared first on Crypto Briefing.

Nvidia's market confidence reflects optimism for eased tech restrictions, potentially boosting its global standing amid geopolitical shifts. The post Nvidia stock hits record high as CEO joins Trump on China trip appeared first on Crypto Briefing.

Jensen Huang boarded Air Force One in Alaska, joining a delegation of more than a dozen business leaders accompanying President Trump on his trip to Beijing.

The UAE's covert strike on Iran's refinery risks escalating regional tensions, potentially destabilizing Gulf alliances and energy markets. The post United Arab Emirates conducts secret airstrike on Iran’s Lavan Island refinery appeared first on Crypto Briefing.

The United States Senate Banking Committee has unveiled the draft text of the CLARITY Act ahead of a scheduled hearing, releasing a 309-page bill that represents the most comprehensive attempt yet to establish a federal regulatory framework for digital assets. The legislation covers significant ground across stablecoins, decentralized finance, and the broader crypto ecosystem — […]

China's mixed signals on US sanctions highlight the complex geopolitical balancing act, risking economic and legal challenges for global firms. The post China sends mixed signals on US sanctions ahead of Trump-Xi meeting appeared first on Crypto Briefing.