TechFlow News, March 30: Ryan Lee, Chief Analyst at Bitget Research, stated that market trends in Q2 2026 will remain highly sensitive to geopolitical developments—particularly their ongoing impact on energy markets and global liquidity. Should tensions escalate further and materially disrupt Asian crude oil supplies, Brent crude prices could remain above $120 per barrel. This would further elevate inflation expectations and sustain a relatively tight macro-financial environment across global markets.
Ryan noted that if high oil prices persist longer than anticipated by the market, capital allocation may shift further toward defensive assets. Against this backdrop, tightening liquidity and declining risk appetite could continue to weigh on overall digital asset performance. Bitcoin may decline toward the $55,000 level, while Ethereum could test the $1,500 region.
He further emphasized that rising energy costs are increasingly influencing yield expectations, portfolio rebalancing, and cross-market capital flows—making crude oil prices one of the key external variables affecting crypto-asset performance in Q2.
