Saturday night, I came across something more thrilling than the NFP: Trump personally admitted to striking Iran—the exact words were “small-scale strikes.”
Two missiles landed in Suza, on Qeshm Island. The stated reason was that Iranian air defenses had fired first at a US military aircraft. Add to that a tanker in the Strait hitting a mine and catching fire, and the Revolutionary Guard intercepting a US military drone. The UK maritime agency has recorded 155 maritime security incidents so far this year, including seven in just the first week of November.
The White House started arguing among themselves: Vance and Gulf allies urged restraint, while another group of advisers pushed to make full use of this eight-week window before Democrats take control of Congress in January. Iran went even further, issuing nuclear-blast shelter guidance for its “Gaoshan” nuclear facility and discussing the acquisition of advanced air-defense systems with Russia.
One detail has been overlooked: Iran-linked vessels have been loitering above undersea cables in recent days, after previously threatening to attack these facilities. The internet is crypto’s lifeline. If undersea cables are severed, exchange delays and settlement synchronization could all go haywire. That risk is scarier than the candlestick chart.
The NFP has pushed the odds of a December rate hike back up to 78%. Weekend liquidity is thin, and November 9 is also a new moon night. Position size matters more than opinions—just sit back and watch with a small position.
$BTC $ETH
#中东局势 #原油 #比特币 #加密货币 #FederalReserve
NFA DYOR
Two missiles landed in Suza, on Qeshm Island. The stated reason was that Iranian air defenses had fired first at a US military aircraft. Add to that a tanker in the Strait hitting a mine and catching fire, and the Revolutionary Guard intercepting a US military drone. The UK maritime agency has recorded 155 maritime security incidents so far this year, including seven in just the first week of November.
The White House started arguing among themselves: Vance and Gulf allies urged restraint, while another group of advisers pushed to make full use of this eight-week window before Democrats take control of Congress in January. Iran went even further, issuing nuclear-blast shelter guidance for its “Gaoshan” nuclear facility and discussing the acquisition of advanced air-defense systems with Russia.
One detail has been overlooked: Iran-linked vessels have been loitering above undersea cables in recent days, after previously threatening to attack these facilities. The internet is crypto’s lifeline. If undersea cables are severed, exchange delays and settlement synchronization could all go haywire. That risk is scarier than the candlestick chart.
The NFP has pushed the odds of a December rate hike back up to 78%. Weekend liquidity is thin, and November 9 is also a new moon night. Position size matters more than opinions—just sit back and watch with a small position.
$BTC $ETH
#中东局势 #原油 #比特币 #加密货币 #FederalReserve
NFA DYOR