The biggest Middle East story this weekend isn’t another tanker blowing up—it’s Israel’s own backyard catching fire first.
According to leaks reported by ZeroHedge and others, a leaked document has blown the lid off a military plan by Netanyahu and the Mossad chief to “strike Iran before the election.” On the same day, Israel’s president authorized Netanyahu’s political rival, Eisenkot, to form a new government—the Netanyahu era is probably coming to an end.
What’s interesting is the timing: the military plan is all over the news, but the people pushing for war are losing power. The leak can be read two ways: either someone doesn’t want this war to happen, or they’re deliberately leaking the plan to pressure Tehran and force Iran back to the negotiating table. Either way, it signals that the cards are being reshuffled.
Washington’s position hasn’t changed either: Trump has been conflicted ever since losing the midterm elections, with the “negotiators” and “airstrike advocates” on his staff at each other’s throats. The latest word is that they’ll try an agreement first, with military options back on the table only if talks collapse.
My take: the people have changed, but the bomb hasn’t been defused. Tomorrow is the new moon night of November 9, historically a high-risk window for airstrikes. With thin weekend liquidity and the Middle East liable to hit the headlines at any moment, $BTC is still below $80,000—the market doesn’t believe a full-scale war is coming, but nobody dares crack open the champagne early either. In this kind of market, position sizing is worth more than opinions. Don’t go all in betting on a direction.
NFA DYOR
#比特币 #中东局势 #以色列 #伊朗 #Cryptocurrency
According to leaks reported by ZeroHedge and others, a leaked document has blown the lid off a military plan by Netanyahu and the Mossad chief to “strike Iran before the election.” On the same day, Israel’s president authorized Netanyahu’s political rival, Eisenkot, to form a new government—the Netanyahu era is probably coming to an end.
What’s interesting is the timing: the military plan is all over the news, but the people pushing for war are losing power. The leak can be read two ways: either someone doesn’t want this war to happen, or they’re deliberately leaking the plan to pressure Tehran and force Iran back to the negotiating table. Either way, it signals that the cards are being reshuffled.
Washington’s position hasn’t changed either: Trump has been conflicted ever since losing the midterm elections, with the “negotiators” and “airstrike advocates” on his staff at each other’s throats. The latest word is that they’ll try an agreement first, with military options back on the table only if talks collapse.
My take: the people have changed, but the bomb hasn’t been defused. Tomorrow is the new moon night of November 9, historically a high-risk window for airstrikes. With thin weekend liquidity and the Middle East liable to hit the headlines at any moment, $BTC is still below $80,000—the market doesn’t believe a full-scale war is coming, but nobody dares crack open the champagne early either. In this kind of market, position sizing is worth more than opinions. Don’t go all in betting on a direction.
NFA DYOR
#比特币 #中东局势 #以色列 #伊朗 #Cryptocurrency