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CoinEx News: Oil and bond markets began repricing inflation risk on July 13 as renewed U.S.-Iran tensions pushed Brent crude up 4.7%. The policy-sensitive two-year Treasury yield rose to 4.24%, its highest since February 2025, while Bitcoin briefly fell to $62,600. The move came one day before the June U.S. CPI report.
Bitcoin is again trading as a rate-sensitive asset: higher energy costs are reviving inflation pressure and pushing markets to reconsider further Federal Reserve tightening, leaving BTC exposed to rising yields despite last week's $197.4 million U.S. spot ETF inflow.
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