This weekend, the world was played by Trump again.
Last Friday, he was still calling for “a severe strike” on Iran. The U.S. State Department issued a direct evacuation warning to American citizens in the Middle East. Israeli Prime Minister Netanyahu was even ready to coordinate a joint strike.
Guess what happened?
Netanyahu learned that the strike was called off on Trump’s “real social.”
A prime minister only finds out through social media that his ally won’t strike. Netflix wouldn’t dare write a plot like that.
Brent crude briefly plunged 7.3%, falling to $81.55. WTI crude dropped below the $80 mark.
Gold surged above $4,080. U.S. stock futures rose across the board. Bitcoin jumped past $63,000.
Trump said: The Strait of Hormuz already has an agreement, and a deal on denuclearization will also be reached.
Then Iran said: “This is a new lie”—the Strait of Hormuz “will never return to its pre-war state.”
Trump’s “flip-flopping” has become a hallmark of this five-month-long conflict.
Volatility has surged again. In the short term, BTC, as “digital gold,” is getting safe-haven buying.
But what about the medium term? High oil prices → high inflation → high interest rates. The Fed doesn’t dare to cut rates; liquidity is drained, and BTC is held down hard.
By 2026, BTC doesn’t buy the “war narrative” anymore. What it eats is dollar liquidity. $
Last Friday, he was still calling for “a severe strike” on Iran. The U.S. State Department issued a direct evacuation warning to American citizens in the Middle East. Israeli Prime Minister Netanyahu was even ready to coordinate a joint strike.
Guess what happened?
Netanyahu learned that the strike was called off on Trump’s “real social.”
A prime minister only finds out through social media that his ally won’t strike. Netflix wouldn’t dare write a plot like that.
Brent crude briefly plunged 7.3%, falling to $81.55. WTI crude dropped below the $80 mark.
Gold surged above $4,080. U.S. stock futures rose across the board. Bitcoin jumped past $63,000.
Trump said: The Strait of Hormuz already has an agreement, and a deal on denuclearization will also be reached.
Then Iran said: “This is a new lie”—the Strait of Hormuz “will never return to its pre-war state.”
Trump’s “flip-flopping” has become a hallmark of this five-month-long conflict.
Volatility has surged again. In the short term, BTC, as “digital gold,” is getting safe-haven buying.
But what about the medium term? High oil prices → high inflation → high interest rates. The Fed doesn’t dare to cut rates; liquidity is drained, and BTC is held down hard.
By 2026, BTC doesn’t buy the “war narrative” anymore. What it eats is dollar liquidity. $