Even weekends don’t let people rest. The second oil tanker in the Strait of Hormuz was bombed, and the U.S. Defense Secretary said that a blockade is “as solid as iron”—no oil from Iran will be able to sail out. Besant went even further, saying plainly that this week Iran’s oil won’t appear on the surface of the water.
But on the other side, Trump has softened his stance again, saying Iran has basically given up on its nuclear weapons plans, and Iran is also reviewing the new proposal from the U.S. On one hand, they block; on the other, they throw out an olive branch. I know this whole “maximum pressure” show well.
What matters most is the reaction in oil prices: the G7 announced plans to release 100 million barrels from reserves, but OPEC+ decided to keep November production unchanged. With supply-side conditions this chaotic, inflation expectations are getting lit up again—this weekend’s走势 for $BTC is basically swinging in step with macro sentiment.
Arthur Hayes posted over the weekend saying that all that AI credit-bubble stuff really did collapse. Instead, it will force a new round of stimulus and loosen the money supply—ultimately, liquidity will flow into the crypto market. Translation: short-term pain, long-term sweetness.
The real money isn’t afraid of the chaos. Tron Inc was still sweeping up $TRX over the weekend, increasing its holdings to 717 million tokens. Meanwhile, South Korea’s securities depository KSD even went ahead and moved its registration system onto $AVAX . Institutions aren’t taking a break—this RWA track has never stopped.
My take: you can’t control geopolitical black swans, but you can control your position size. Don’t get carried away when the market opens on Monday—keep some ammunition.
#BTC #地缘政治 #RWA #加密市场 #macroeconomics
NFA DYOR
But on the other side, Trump has softened his stance again, saying Iran has basically given up on its nuclear weapons plans, and Iran is also reviewing the new proposal from the U.S. On one hand, they block; on the other, they throw out an olive branch. I know this whole “maximum pressure” show well.
What matters most is the reaction in oil prices: the G7 announced plans to release 100 million barrels from reserves, but OPEC+ decided to keep November production unchanged. With supply-side conditions this chaotic, inflation expectations are getting lit up again—this weekend’s走势 for $BTC is basically swinging in step with macro sentiment.
Arthur Hayes posted over the weekend saying that all that AI credit-bubble stuff really did collapse. Instead, it will force a new round of stimulus and loosen the money supply—ultimately, liquidity will flow into the crypto market. Translation: short-term pain, long-term sweetness.
The real money isn’t afraid of the chaos. Tron Inc was still sweeping up $TRX over the weekend, increasing its holdings to 717 million tokens. Meanwhile, South Korea’s securities depository KSD even went ahead and moved its registration system onto $AVAX . Institutions aren’t taking a break—this RWA track has never stopped.
My take: you can’t control geopolitical black swans, but you can control your position size. Don’t get carried away when the market opens on Monday—keep some ammunition.
#BTC #地缘政治 #RWA #加密市场 #macroeconomics
NFA DYOR