Iran has not been calm this weekend at all.
The oil minister resigned directly, the rial collapsed to 2.7 million per US dollar, and the Houthis went on to attack Saudi Aramco facilities again. By Monday, Brent crude opened up by $1. At the Strait of Hormuz, since September 28, seven ships have been hit one after another. Iran’s speaker said: conditions are not met—don’t even think about reopening the strait. Trump threw out a line: “Either settle things amicably, or we’ll do it the hard way.” This week is the so-called “decision week.”
This script is $BTC way too familiar. When fiat currencies crash, on-chain demand picks up. The idea that Iranians switch to stablecoins to preserve value isn’t a joke—it’s a necessity every time monetary credibility goes bust.
In the US, September’s nonfarm payrolls came in unexpectedly below expectations. Rate-cut expectations flared up instantly. The G7 is also preparing to dump 100 million barrels of diesel and crude oil inventories to pressure oil prices. This week, risk assets have at least a bit of a breather window.
The long-term story hasn’t stopped either: South Korea officially announced that starting in February 2027 it will move the stock market with a market value of 50 trillion onto the chain. Goldman Sachs’ $100 billion bond fund has also gained approval to access Avalanche L1. RWA is real money in action—big institutions are stepping in. The $ETH ecosystem is set to ride the upside as well.
Short term: geopolitics. Mid term: betting on rate cuts. Long term: positioning for RWA. Keep your position sizing under control—don’t get carried away.
NFA DYOR
#BTC #地缘政治 #非农数据 #RWA #cryptocurrency
The oil minister resigned directly, the rial collapsed to 2.7 million per US dollar, and the Houthis went on to attack Saudi Aramco facilities again. By Monday, Brent crude opened up by $1. At the Strait of Hormuz, since September 28, seven ships have been hit one after another. Iran’s speaker said: conditions are not met—don’t even think about reopening the strait. Trump threw out a line: “Either settle things amicably, or we’ll do it the hard way.” This week is the so-called “decision week.”
This script is $BTC way too familiar. When fiat currencies crash, on-chain demand picks up. The idea that Iranians switch to stablecoins to preserve value isn’t a joke—it’s a necessity every time monetary credibility goes bust.
In the US, September’s nonfarm payrolls came in unexpectedly below expectations. Rate-cut expectations flared up instantly. The G7 is also preparing to dump 100 million barrels of diesel and crude oil inventories to pressure oil prices. This week, risk assets have at least a bit of a breather window.
The long-term story hasn’t stopped either: South Korea officially announced that starting in February 2027 it will move the stock market with a market value of 50 trillion onto the chain. Goldman Sachs’ $100 billion bond fund has also gained approval to access Avalanche L1. RWA is real money in action—big institutions are stepping in. The $ETH ecosystem is set to ride the upside as well.
Short term: geopolitics. Mid term: betting on rate cuts. Long term: positioning for RWA. Keep your position sizing under control—don’t get carried away.
NFA DYOR
#BTC #地缘政治 #非农数据 #RWA #cryptocurrency