Woofun AI notes that global market attention is transitioning from Middle East conflicts to post-war asset revaluation, driven by easing US-Iran tensions and the reopening of the Strait of Hormuz. While UAE crude exports have recovered to 85% of pre-war levels, reducing energy supply fears, shipping rates remain elevated, signaling incomplete supply chain normalization.

Concurrently, US Treasury Secretary Bennett’s emphasis on supply chain localization underscores a strategic shift toward "security first" over efficiency.

Meanwhile, divergent US economic data, including strong June manufacturing output but factory employment at a six-year low, highlights structural imbalances. Market sentiment is increasingly aligned with Federal Reserve hawkishness, with investors pricing in "sustained high rates" rather than cuts. For crypto markets, this implies that risk appetite will be dictated by global liquidity conditions and bond yields rather than geopolitical headlines, posing new challenges for risk assets as capital costs rise.