The weekend left people feeling on edge. Iran has warned that it knows the U.S. military is preparing for another round of strikes. Trump, while shouting about “major decisions,” also hinted that he might meet with the Iranian president. The Houthi ballistic missile went straight into Riyadh, and the Strait of Hormuz remains closed.

Even more absurd is what’s happening in the U.S. itself: gas prices have quadrupled, retailers have started rationing motor oil, and a senator is calling for a ban on diesel exports. This isn’t just a Middle East issue—it’s the prelude to a second round of global inflation ignition.

What do I think about the market? Gold is being watched as bullish by everyone on Wall Street. $BTC has recently struggled to keep up, suggesting that capital is still treating it as a risk asset rather than a true safe-haven play—so the “risk-off” narrative hasn’t really materialized. On the other hand, Binance is stirring things up: spot trading pairs for GoPro and Reddit’s bStocks are being listed, and the tokenization of stocks line is getting steadier.

My thinking is simple: don’t go heavy until geopolitical risk is settled. Volatility can hit at any time—position sizing matters more than opinions.

$BTC $ETH

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