Woofun AI reports that Bitunix analysts assert the breach of $100 for Brent crude indicates a shift toward 'hyperinflation institutionalization' rather than isolated geopolitical reactions. The analysis highlights that resilient US labor data and surging energy costs are driving Treasury yields higher, increasing market expectations for Federal Reserve rate hikes in September.

Global central banks face similar pressures, with the European Central Bank signaling potential September hikes and the US urging Japan to normalize monetary policy. These factors, combined with expanded US tariffs on 60 economies, suggest persistent high funding costs and tighter USD liquidity, posing significant headwinds for risk assets like cryptocurrency.