Tonight’s script is a bit interesting: over on the geopolitics front, they just finished issuing tough remarks, and then—turn around—they started talking terms.

At the UN General Assembly, Trump said he wanted to “eliminate” Iran. It sounded pretty frightening, but that same day, the U.S. and Iranian representatives held several rounds of talks in New York. Iran even proactively proposed reopening the Strait of Hormuz under certain conditions. The market immediately reacted—WTI crude slid more than 4% and broke below $70, while Brent fell to below $99. The geopolitical premium that people had been hoarding was wiped out in a single day.

$BTC strengthened last night by riding the momentum—same old playbook: when oil prices fall and inflation expectations ease, risk assets get to breathe. But remember what Bank of America warned—if the conflict drags on, they expect Brent to hit 150. In other words, this current selloff is pricing in “cooling expectations.” If negotiations collapse, a V-shaped rebound could happen anytime—don’t rush to chase.

One more thing: Binance has listed AMCB and AGPUB—these bStocks tokenized stocks. The direction of putting traditional assets on-chain will only get bigger and bigger, so it’s worth keeping an eye on.

For strategy, don’t chase one-way moves. In this high-volatility market driven by geopolitics news, both longs and shorts can become a meat grinder. Staying light and watching isn’t a bad idea.

NFA DYOR

#BTC #加密货币 #地缘政治 #原油 #币安广场