# Inflation Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Inflation", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Dialogue with Ray Dalio: Why I Only Trust Gold, Not Bitcoin?

In a recent interview, renowned investor Ray Dalio discusses the severe U.S. debt crisis and its implications. He identifies five key forces shaping the global order: debt and currency issues, domestic polarization, international conflict, technological advancement, and natural disasters. Dalio compares the debt problem to arterial plaque, where rising debt service costs squeeze other economic expenditures. He argues that government reform is structurally difficult due to political opposition and systemic inefficiencies. Dalio emphasizes gold as a critical asset due to its historical stability, transferability, and independence from promises, unlike fiat currencies or Bitcoin. He notes Bitcoin's limitations, including lack of privacy, central bank reluctance, and vulnerability to technological changes like quantum computing. Dalio tariffs can be a reasonable tool for revenue and addressing trade deficits but are not a complete solution. He highlights the need for economic independence amid growing global tensions. Education, civil order, and avoiding war are cited as keys to national success. Dalio warns that the U.S. is nearing a crisis point due to unmanageable debt, social division, and ideological conflicts, potentially leading to socialism or fascism. He also cautions that AI may not generate expected profits and could face competitive challenges from countries like China.

marsbit03/05 08:16

Dialogue with Ray Dalio: Why I Only Trust Gold, Not Bitcoin?

marsbit03/05 08:16

Bitcoin’s hedge test begins as oil surges – Here’s what analysts say!

Rising oil prices, driven by Middle East conflicts and supply disruptions like the shutdown of Iraq's Rumaila field, are creating long-term inflationary pressures. This environment is testing Bitcoin's role as a hedge. Analysts note that energy-driven inflation is boosting BTC's appeal as a safe haven, evidenced by significant capital outflows from Iranian platforms and a rising BTC/Gold ratio. With technical support around $65,000 and growing demand, these factors could catalyze a breakout from its consolidation phase and set the stage for a Q2 rally.

ambcrypto03/04 17:02

Bitcoin’s hedge test begins as oil surges – Here’s what analysts say!

ambcrypto03/04 17:02

Flames of War Reignited: How the Middle East Conflict Reshapes the Risk Premium of Gold and Crude Oil

Renewed conflict in the Middle East is reshaping risk premiums for gold and crude oil, driven by heightened geopolitical tensions and supply disruption risks. The article analyzes how the escalation, particularly near the Strait of Hormuz—a critical chokepoint for global oil transit—has amplified volatility in energy and safe-haven assets. Oil prices surged due to concerns over supply security, rising shipping and insurance costs, and potential disruptions, even without actual supply cuts. Gold strengthened as investors sought refuge amid elevated uncertainty and rising inflation expectations, supported by central bank buying and ETF inflows. The transmission mechanisms include: (1) direct supply shocks impacting energy and related commodities; (2) rising inflation expectations influencing monetary policy and real interest rates; and (3) risk aversion favoring safe assets like gold and the dollar while pressuring equities. Historically, conflicts like the Gulf War, Iraq War, and Russia-Ukraine war triggered similar short-term spikes in oil and gold, with prices often overshooting initially before stabilizing as situations clarify. Bitcoin showed mixed behavior—sometimes correlating with risk assets during sell-offs but also acting as a capital flight tool in certain regions. It remains a high-volatility asset rather than a stable safe haven. Key variables ahead include: potential conflict spillover, actual shipping disruptions, and central bank responses to persistent energy-led inflation. Market pricing will hinge on whether supply shocks materialize, inflation resurges, and risk appetite contracts. In summary, war溢价 is repricing commodities, with gold benefiting from避险 demand and oil from physical risks, while Bitcoin faces liquidity and sentiment pressures. The outlook depends on geopolitical developments and their macroeconomic ripple effects.

marsbit03/04 02:28

Flames of War Reignited: How the Middle East Conflict Reshapes the Risk Premium of Gold and Crude Oil

marsbit03/04 02:28

March 4 Market Summary: U.S. Stocks Slaughtered, Cryptocurrencies Show Resilience

March 4 Market Summary: U.S. stocks experienced a sharp decline, with the Dow dropping 403 points (-0.83%), the S&P 500 falling 0.94%, and the Nasdaq losing 1.02%. Intraday losses were even more severe, reaching over 2.5% amid heightened panic due to the ongoing U.S.-Iran conflict and Iran's closure of the Strait of Hormuz. Oil prices surged, with WTI rising 8.2% to $77.05/barrel. Unexpectedly, gold plummeted 3.7% as the dollar strengthened, while cryptocurrencies demonstrated resilience. Bitcoin rose 5.8% to around $69,413, and Ethereum held near $2,000. The crypto market cap remained stable at $2.41 trillion. Key factors supporting crypto include the "digital gold" narrative, reduced selling by long-term holders and miners, and accumulation by large holders. Technical analysis suggests $65,000 is a critical support level for Bitcoin. Market sentiment hinges on the conflict's duration; a prolonged war could push oil above $100, spur inflation and potential Fed rate hikes, further pressuring stocks. However, some analysts, like Tom Lee, anticipate a market rebound in March led by tech and crypto.

marsbit03/04 01:20

March 4 Market Summary: U.S. Stocks Slaughtered, Cryptocurrencies Show Resilience

marsbit03/04 01:20

Beyond Islamic Doctrine, Iran Needs Bitcoin

Amid escalating tensions in the Middle East, Iranians are increasingly turning to cryptocurrencies like Bitcoin and USDT as a safe haven for their assets, seeking protection from the rapid devaluation of the national currency, the rial. Following recent military actions, outflow from Iran’s largest crypto exchange, Nobitex, surged by 700%, with over $10 million in crypto assets leaving the country in just four days. Iran’s economy, heavily constrained by U.S. sanctions and high inflation, faces persistent currency instability. The rial has plummeted from 32,000 to over 1.5 million per dollar since 2015, driving demand for stable assets. Despite Islamic教义’s restrictions on speculative financial activities, both the public and state entities use crypto for preservation and evasion. The government exhibits a dual stance: tolerating crypto for useful purposes like bypassing sanctions—state-linked groups have moved billions in crypto—while periodically restricting access to protect the rial. Meanwhile, illegal crypto mining consumes significant electricity, worsening national power shortages. Over 95% of mining is unlicensed, often protected by privileged groups, including religious and military sites, straining resources and causing blackouts for ordinary citizens. Cryptocurrency remains a critical, if controversial, lifeline in Iran’s unstable economy.

marsbit03/03 14:41

Beyond Islamic Doctrine, Iran Needs Bitcoin

marsbit03/03 14:41

NEAR and PHA Steal Spotlight by Defying the Fall Across the Crypto Market

NEAR Protocol (NEAR) and Phala Network (PHA) have emerged as the top two trending cryptocurrencies, with gains of 10.59% and 38.19% respectively, over 24 hours. While NEAR trades at $1.33 and PHA at $0.03697, their positions remain dynamic. Bitcoin (BTC) and Freysa (FAI) follow, with BTC at $67,380.18 and FAI surging 120.8% to $0.003171. Broader market sentiment remains cautious as rising oil and gas prices, driven by geopolitical tensions in the Strait of Hormuz, could fuel inflation and influence crypto investments.

TheNewsCrypto03/03 12:48

NEAR and PHA Steal Spotlight by Defying the Fall Across the Crypto Market

TheNewsCrypto03/03 12:48

Crypto Market Could Bear the Brunt of Oil Price Rise

The crypto market is showing signs of recovery with rising prices for major cryptocurrencies like BTC and ETH, alongside a 2.72% increase in total market capitalization. However, this recovery faces a potential setback due to rising oil prices, driven by ongoing Middle East tensions. Higher oil costs could fuel inflation, prompting investors to seek safer assets and negatively impacting crypto. Brent crude futures have already increased, and supply risks persist. Additionally, PMI data for the US and India showed mixed results in February 2026, with expectations of further impact in March. Analysts note a high chance of Bitcoin falling to $60,000 this year due to these macroeconomic pressures.

TheNewsCrypto03/03 08:08

Crypto Market Could Bear the Brunt of Oil Price Rise

TheNewsCrypto03/03 08:08

Crypto Watchlist: 5 Things To Monitor This Week

Crypto markets face a mix of geopolitical and product catalysts this week. Bitcoin remains the key macro watch, rebounding after an initial dip from U.S.-Iran tensions, with traders assess whether the conflict will escalate or fade. Oil price movements are being monitored for inflation and rate implications. On the product side, Starknet is launching strkBTC, a privacy-optional wrapped Bitcoin. Polygon’s March 4 upgrade will recycle gas fees to subsidize machine-to-machine payments. Avalanche begins its Retro9000 incentive round on March 2, shifting focus to rewarding most-used projects. The week concludes with the U.S. jobs report on March 6, which could reset interest rate expectations. Overall, macro factors like geopolitical risk and economic data may drive sharp market swings. The total crypto market cap stood at $2.25 trillion.

bitcoinist03/02 22:31

Crypto Watchlist: 5 Things To Monitor This Week

bitcoinist03/02 22:31

Oil Prices, Inflation, Interest Rates: How Will the Middle East Conflict Trigger Global Economic 'Dominoes'?

Rising geopolitical tensions in the Middle East following military strikes on Iran could significantly impact the global economy through two potential scenarios. In the first, a brief conflict leads to temporary oil price spikes and minimal macroeconomic disruption. In the second, prolonged war triggers sustained oil price surges (potentially exceeding $100–140/barrel), supply chain disruptions, and heightened inflation, particularly affecting energy-import-dependent regions like Europe and Asia. Central banks may delay monetary easing due to inflationary pressures, while financial markets could experience risk-off movements, dollar strength, and emerging-market currency volatility. The situation poses a severe supply-side shock to global trade, with the Strait of Hormuz—a critical chokepoint for oil and LNG shipments—at the center of escalation risks.

比推03/02 19:08

Oil Prices, Inflation, Interest Rates: How Will the Middle East Conflict Trigger Global Economic 'Dominoes'?

比推03/02 19:08

Polkadot targets tokenonomics reset as DOT remains under pressure

Polkadot is proposing a major tokenomics overhaul to address persistent price weakness, with DOT down over 60% from late-2025 highs. The plan, announced on March 2, 2026, aims to reduce long-term dilution by slowing inflation and tying new issuance to real network demand like staking and parachain usage rather than fixed emissions. It also introduces stricter, performance-based treasury spending to curb inefficient subsidies and recalibrates staking rewards to balance security with lower emissions. With circulating supply at 1.67B DOT and a hard cap of 2.1B, the focus shifts from expansion to sustainability. Despite the proposal, market response remains cautious, viewing it as a structural long-term fix rather than an immediate catalyst.

ambcrypto03/02 17:08