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Oil Spike Batters Asian Stocks as Bitflyer Volume Soars 200% and Bitcoin Gains in Yen

Reports of possible G7 reserve action saw tokenized crude give back wartime highs.

Overview

  • South Korea’s Kospi fell about 8% with a circuit breaker, Japan’s Nikkei 225 dropped roughly 6.5%, and Taiwan’s Taiex lost about 4.9% on Monday’s open.
  • CoinGecko data show Bitflyer’s 24‑hour trading volume jumped about 200%, outpacing increases on Coinbase at 112% and Binance at 75%, while Korea’s Upbit rose 27.1% and Bithumb 49.0%.
  • TradingView data indicate bitcoin rose roughly 2.05% against the yen during Asia hours versus about 1.86% against the U.S. dollar and 1.64% against the Korean won.
  • Tokenized crude futures on Hyperliquid retreated from a wartime high near $118 to about $103 after reports that G7 finance ministers may discuss a coordinated release of strategic oil reserves.
  • The selloff followed a surge in oil tied to disruptions linked to the Iran war and the Strait of Hormuz, with South Korea’s heavy reliance on Middle Eastern imports underscoring its market vulnerability.