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Interest Rate Hike Probability Doubled: Fed Governor Who Advocated Cuts Suddenly Turns Hawkish; What's the Market Direction After Today's CPI?

Interest Rate Hike Probability Doubled' Fed Governor Who Advocated Cuts Makes a Sudden Turn, What's the Market's Direction After Today's CPI? | Seo Dong-ju, Kim Dong-hwan, Kim Je-i Blockmedia Editor-in-Chief [Crypto PLUS]
Watch on YouTube ↗  |  July 14, 2026 at 03:34  |  27:42  |  3PRO TV (삼프로TV)
Speakers
Kim Jae-hee — Editor-in-Chief, Crypto Plus

Summary

Blockmedia editor-in-chief Kim Jae-hee reviews a turbulent market session driven by Middle East escalation and a hawkish pivot from Fed Governor Waller. Oil prices spiked nearly 10% on U.S.-Iran tensions and precariously low strategic reserves, adding to inflation fears and crushing equities and crypto. She highlights MicroStrategy’s controversial decision to raise USD reserves via stock issuance rather than buying Bitcoin, harming shareholders and keeping the STRK preferred deeply below par. The episode sets up tonight’s CPI report as a critical catalyst for rates and risk assets.

  • U.S. strikes on Iran and Hormuz Strait threats push WTI and Brent up roughly 10%.
  • US Strategic Petroleum Reserve at lowest since 1983 reinforces oil supply concerns.
  • Fed Governor Waller suddenly warns rate hike may be needed if CPI stays elevated.
  • Equities drop broadly: Nasdaq, S&P, Philly Semiconductor, and SK Hynix ADR all fall.
  • Bitcoin slips to $62k but shows relative resilience; ETF inflows return after long absence.
  • MicroStrategy sells stock to build $3B USD reserve, diluting MSTR; STRK stuck at 87.
  • TeraWulf fully exits Bitcoin mining for AI data center, adding miner industry doubts.
  • CPI release and Powell testimony dominate the immediate risk event horizon.
Ideas
Kim Jae-hee Editor-in-Chief, Crypto Plus 5:31
Oil stays high on geopolitical supply risks.
Escalating U.S.-Iran tensions and strikes on Iranian targets are threatening Hormuz Strait passage, while the U.S. Strategic Petroleum Reserve sits at its lowest since 1983. Oil prices have already spiked roughly 10% in WTI and Brent. Persistent geopolitical instability and ultra-low reserves will keep oil elevated and inflation pressure ongoing.
WTI BNO MED
Kim Jae-hee Editor-in-Chief, Crypto Plus 22:00
Avoid MSTR and STRK on dilution risk.
MicroStrategy under Saylor is selling common stock to pile up USD reserves instead of buying Bitcoin, diluting shareholders and harming equity value. The preferred stock STRK (STRC) remains stuck well below par near 87, with a 12% yield but persistent discount. Management appears to be in a fantasy, thinking cash alone will lift STRK, while actual shareholder value is being eroded. Avoid both MSTR and STRK until strategy clarity improves.
MSTR STRK MED
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This 3PRO TV (삼프로TV) video, published July 14, 2026, features Kim Jae-hee discussing WTI, BNO, MSTR, STRK. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jae-hee  · Tickers: WTI, BNO, MSTR, STRK