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🚨 Geopolitical tension rising: Middle East
Quick summary of the most relevant updates in the last hours 👇
🔹 Iran warns the U.S. that it must choose between a ceasefire or an escalation of the conflict through Israel.
🔹 Iranian media reports that the country is preparing a "strong" response after Israeli attacks in Lebanon.
🔹 Air defense systems were activated in cities like Isfahan and Kerman, with explosions reported.
🔹 The White House states that Iran would have agreed to reopen the Strait of Hormuz (key for global oil trade).
🔹 Iran denounces that the ceasefire was violated after attacks near Tehran.
Currently, any escalation or de-escalation directly impacts:
- Oil
- Traditional indices
- $BTC and risk assets
Quick summary of the most relevant updates in the last hours 👇
🔹 Iran warns the U.S. that it must choose between a ceasefire or an escalation of the conflict through Israel.
🔹 Iranian media reports that the country is preparing a "strong" response after Israeli attacks in Lebanon.
🔹 Air defense systems were activated in cities like Isfahan and Kerman, with explosions reported.
🔹 The White House states that Iran would have agreed to reopen the Strait of Hormuz (key for global oil trade).
🔹 Iran denounces that the ceasefire was violated after attacks near Tehran.
Currently, any escalation or de-escalation directly impacts:
- Oil
- Traditional indices
- $BTC and risk assets
Today has been a historic day for the crypto market, as for the first time, an oil tanker has paid the toll for passing through the Strait of Hormuz in a way different from fiat money, and it has been canceled in $BTC .
This action opens the door to a new model of the global economy, as it implies that payments for transporting raw materials through this geographical point in the world will have a method of payment different from those used until now.
The novelty of this is that $BTC has a new function in global trade, and due to its limited number of units, its decentralization, and its appeal in terms of security and value, it may see its price increase in the coming months, additionally raising the price of oil as a consequence of this action.
This action opens the door to a new model of the global economy, as it implies that payments for transporting raw materials through this geographical point in the world will have a method of payment different from those used until now.
The novelty of this is that $BTC has a new function in global trade, and due to its limited number of units, its decentralization, and its appeal in terms of security and value, it may see its price increase in the coming months, additionally raising the price of oil as a consequence of this action.
Binance wants you to earn a $BNB by investing just 0.01 $USDT Participate and invite your friends to join this contest.
While many panic over the drop of $BTC , the big capitalists go all in, Strategy has purchased over 22,000 btc and becomes the first company to have more than 700,000 btc.
Courtesy: Asdrubal Oliveros
There is a high expectation regarding the currency intervention expected in the coming days. However, it is important to clarify the following five key aspects:
1. Scope of the intervention. It is primarily aimed at companies rather than individuals. Consequently, the supply of foreign currency for the retail market will be limited and will not have a significant impact on retail sales.
2. Priority sectors. The companies with preferential access belong to three strategic areas: food, health and personal care, and telecommunications.
3. Sectoral impact: The amount involved does not solve the structural problem of the currency market. However, after almost a month without formal placements of foreign currency, it represents a relief for the private sector and its ability to sustain the provision of goods and services.
4. Expansion of intermediaries. In recent days, other private banks have joined the mechanism, which expands the number of potentially benefited actors and improves the operational scope of the scheme.
5. Normalization perspective. As oil flow normalizes, the currency market is also expected to normalize. However, this will occur under a new system that is not yet fully defined or operational.
$ETH $BTC
There is a high expectation regarding the currency intervention expected in the coming days. However, it is important to clarify the following five key aspects:
1. Scope of the intervention. It is primarily aimed at companies rather than individuals. Consequently, the supply of foreign currency for the retail market will be limited and will not have a significant impact on retail sales.
2. Priority sectors. The companies with preferential access belong to three strategic areas: food, health and personal care, and telecommunications.
3. Sectoral impact: The amount involved does not solve the structural problem of the currency market. However, after almost a month without formal placements of foreign currency, it represents a relief for the private sector and its ability to sustain the provision of goods and services.
4. Expansion of intermediaries. In recent days, other private banks have joined the mechanism, which expands the number of potentially benefited actors and improves the operational scope of the scheme.
5. Normalization perspective. As oil flow normalizes, the currency market is also expected to normalize. However, this will occur under a new system that is not yet fully defined or operational.
$ETH $BTC
🌞 Good morning, crypto family!
🟢 The market is on fire! Everything is green — bulls are in control today 🐂💚
💎 TON — $1.74 🔝
🪙$BTC — $92,172 🔼
⚪️ $ETH — $3,136 🔼
📊 Fear and Greed Index: 41 — Neutral
Everyone is jumping in — keep an eye when the crowd gets greedy 😏
💬 What's your star coin today?
🟢 The market is on fire! Everything is green — bulls are in control today 🐂💚
💎 TON — $1.74 🔝
🪙$BTC — $92,172 🔼
⚪️ $ETH — $3,136 🔼
📊 Fear and Greed Index: 41 — Neutral
Everyone is jumping in — keep an eye when the crowd gets greedy 😏
💬 What's your star coin today?
Everything to avoid a monopoly and the bankruptcy of streaming companies. $BTC
Companies dedicated to entertainment are among the most profitable in the world, and allowing Netflix to acquire Warner Bros would lead to a monopoly.
Even Donald Trump expressed concern about this, showing hesitation in authorizing such a transaction.
Companies dedicated to entertainment are among the most profitable in the world, and allowing Netflix to acquire Warner Bros would lead to a monopoly.
Even Donald Trump expressed concern about this, showing hesitation in authorizing such a transaction.
SCAM ALERT
By reviewing groups on Telegram and other social media, we often find a considerable number of "experts" who will help you make profits in exchange for subscriptions to certain platforms.
Today, I bring you a very structured scam case; they do it through a Telegram group called; Crypto News, where they promise high returns on investment under the modality of arbitrage.
The scam consists of offering a profit between 8% and 10% per transaction in the currency $SOL where the victim buys $SOL in Binance and takes it to another platform where they can sell it with the mentioned profit margin.
The victim makes a couple of transactions, obtaining the promised benefits, up until that point everything is happiness, then upon making new attempts, the funds are blocked.
When you report the block to their support channel, they request an amount of $USDT to release said funds, which never happens, keeping both amounts.
Do not fall for these schemes that only seek to strip you of your money.
By reviewing groups on Telegram and other social media, we often find a considerable number of "experts" who will help you make profits in exchange for subscriptions to certain platforms.
Today, I bring you a very structured scam case; they do it through a Telegram group called; Crypto News, where they promise high returns on investment under the modality of arbitrage.
The scam consists of offering a profit between 8% and 10% per transaction in the currency $SOL where the victim buys $SOL in Binance and takes it to another platform where they can sell it with the mentioned profit margin.
The victim makes a couple of transactions, obtaining the promised benefits, up until that point everything is happiness, then upon making new attempts, the funds are blocked.
When you report the block to their support channel, they request an amount of $USDT to release said funds, which never happens, keeping both amounts.
Do not fall for these schemes that only seek to strip you of your money.
Finances for Latinos
The Dollar is struggling
This year has been one of the hardest for the North American currency, even having one of the worst semesters in the last 50 years, where its value has dropped more than expected in 2025.
Currencies like the euro, the yen, and even the Mexican peso have strengthened against it.
The causes;
☼ Debt and high deficit in the U.S.
☼ Unstable economic policies
☼ And less confidence in the American currency.
And why does this matter?
It matters because when the value of this currency falls; then:
☼ Traveling becomes more expensive, your money is worth less or in other words, your money buys fewer goods.
☼ Importing products is more costly.
But fortunately, not everything is so bad, there are investments that can be beneficial. Currently, many countries, companies, and individuals are investing in gold; when institutions and people feel panic about the dollar, they seek refuge in gold.
During this year, the price of gold reached four thousand dollars per ounce, becoming a refuge in times of uncertainty; the same happened with cryptocurrencies.
Other alternatives are stocks outside the U.S., this is how economies like Europe and Japan, even markets like Mexico, Brazil, and South Korea, have allowed for considerably high returns.
Also, the debts of these emerging markets are an investment alternative; the bonds of these countries like Japan, Mexico, Brazil, and South Korea; with the loss of value of the American dollar, the debt of these countries becomes lighter and the bonds increase in value.
Now, what will happen with the dollar? There is no single answer, but the intention of the Trump government is to reduce public spending until it is manageable, a complicated task. Second, to combat slow growth, where the issue has become more complicated, and lastly, which they cannot control, is that many countries have begun to diversify their reserves away from the dollar.
The Dollar is struggling
This year has been one of the hardest for the North American currency, even having one of the worst semesters in the last 50 years, where its value has dropped more than expected in 2025.
Currencies like the euro, the yen, and even the Mexican peso have strengthened against it.
The causes;
☼ Debt and high deficit in the U.S.
☼ Unstable economic policies
☼ And less confidence in the American currency.
And why does this matter?
It matters because when the value of this currency falls; then:
☼ Traveling becomes more expensive, your money is worth less or in other words, your money buys fewer goods.
☼ Importing products is more costly.
But fortunately, not everything is so bad, there are investments that can be beneficial. Currently, many countries, companies, and individuals are investing in gold; when institutions and people feel panic about the dollar, they seek refuge in gold.
During this year, the price of gold reached four thousand dollars per ounce, becoming a refuge in times of uncertainty; the same happened with cryptocurrencies.
Other alternatives are stocks outside the U.S., this is how economies like Europe and Japan, even markets like Mexico, Brazil, and South Korea, have allowed for considerably high returns.
Also, the debts of these emerging markets are an investment alternative; the bonds of these countries like Japan, Mexico, Brazil, and South Korea; with the loss of value of the American dollar, the debt of these countries becomes lighter and the bonds increase in value.
Now, what will happen with the dollar? There is no single answer, but the intention of the Trump government is to reduce public spending until it is manageable, a complicated task. Second, to combat slow growth, where the issue has become more complicated, and lastly, which they cannot control, is that many countries have begun to diversify their reserves away from the dollar.
WHAT IS HAPPENING WITH JAPAN AND WHY IT SHAKES THE ENTIRE MARKET. and II
Continuation.
We mentioned that with the exit of Japanese investors from the U.S. market, the demand for U.S. bonds decreases, and therefore new ways must be created to attract investors from other sectors to compensate.
Who compensates for this lack of buyers?
Either the FED returns to QE (printing and buying bonds),
or the banks use their bank reserves (which drains liquidity).
Or the U.S. offers even higher yields.
All options create tension.
This creates a global domino effect:
🔻Stock markets fall
🔻Global liquidity decreases
🔻The dollar strengthens
🔻The cost of financing rises
🔻Risk assets are sold
🔻Cryptocurrencies suffer
🔻Europe takes a double hit
🔻Emerging markets weaken
In clear summary:
⬇Japan raises yields
⬇The carry trade breaks
⬇Japan no longer finances the world
⬇There are not enough buyers for U.S. bonds
⬇Yields rise in the U.S.
⬇Global liquidity falls
⬇Stock markets and crypto feel the impact
This is the real reason for the "global shake-up" of these days.
It is not an isolated news item. It is a structural change after three decades of Japanese money feeding the markets.
If Japan truly turns the trend around... the entire financial system is reconfigured.
And add to this the already existing liquidity tensions in the USA.
They are throwing more fuel on the fire. $BTC $ETH
Continuation.
We mentioned that with the exit of Japanese investors from the U.S. market, the demand for U.S. bonds decreases, and therefore new ways must be created to attract investors from other sectors to compensate.
Who compensates for this lack of buyers?
Either the FED returns to QE (printing and buying bonds),
or the banks use their bank reserves (which drains liquidity).
Or the U.S. offers even higher yields.
All options create tension.
This creates a global domino effect:
🔻Stock markets fall
🔻Global liquidity decreases
🔻The dollar strengthens
🔻The cost of financing rises
🔻Risk assets are sold
🔻Cryptocurrencies suffer
🔻Europe takes a double hit
🔻Emerging markets weaken
In clear summary:
⬇Japan raises yields
⬇The carry trade breaks
⬇Japan no longer finances the world
⬇There are not enough buyers for U.S. bonds
⬇Yields rise in the U.S.
⬇Global liquidity falls
⬇Stock markets and crypto feel the impact
This is the real reason for the "global shake-up" of these days.
It is not an isolated news item. It is a structural change after three decades of Japanese money feeding the markets.
If Japan truly turns the trend around... the entire financial system is reconfigured.
And add to this the already existing liquidity tensions in the USA.
They are throwing more fuel on the fire. $BTC $ETH
WHAT IS HAPPENING WITH JAPAN AND WHY IT SHAKES THE ENTIRE MARKET. I
Japan has just triggered a global financial earthquake.
The reason: its bonds are yielding more and that changes EVERYTHING about the global liquidity flow. When the yield of a bond rises, it means its price falls. Why does it fall? Because there are fewer buyers, and the market demands more interest to accept that risk. And Japan has a problem: It has just announced a MEGA fiscal stimulus entirely based on debt. Japan is already one of the most indebted countries on the planet. If it announces more spending → more debt → more risk → investors demand more interest. Result: The 10-year Japanese bonds rise towards 1.7% and that sets off alarm bells.
For 30 years, Japan had rates almost at 0%. This caused something very important:
🔹Insurers, funds, and companies sought better
🔹Japanese households did NOT invest in Japan returns abroad
🔹They bought US bonds, European bonds, stocks, etc.
This flow was key for the world.
And there was also the famous Yen Carry Trade: You borrow in yen (very cheap) You use that money to buy assets with better returns in the US or Europe. You keep the difference. It was a global liquidity machine for decades.
But now… If Japan raises yields, all this breaks:
❌Repaying borrowed yen becomes more expensive
❌The yen/dollar exchange rate becomes riskier
❌The carry trade stops being profitable. Funds close positions, sell global assets, and return to yen.
With higher yields in Japan, Japanese investors think: “Why buy US bonds at 4% if here they already give me 1.7% without currency risk?”
This means that Japanese money that used to flow into the world… now stays at home.
Problem for the US: Japan was one of the key buyers of American debt. If Japan buys fewer T-Bills → there is less demand. And when there is less demand…
📌US bonds have to raise their yield
📌Prices fall
📌Attracting buyers becomes more difficult.
Japan has just triggered a global financial earthquake.
The reason: its bonds are yielding more and that changes EVERYTHING about the global liquidity flow. When the yield of a bond rises, it means its price falls. Why does it fall? Because there are fewer buyers, and the market demands more interest to accept that risk. And Japan has a problem: It has just announced a MEGA fiscal stimulus entirely based on debt. Japan is already one of the most indebted countries on the planet. If it announces more spending → more debt → more risk → investors demand more interest. Result: The 10-year Japanese bonds rise towards 1.7% and that sets off alarm bells.
For 30 years, Japan had rates almost at 0%. This caused something very important:
🔹Insurers, funds, and companies sought better
🔹Japanese households did NOT invest in Japan returns abroad
🔹They bought US bonds, European bonds, stocks, etc.
This flow was key for the world.
And there was also the famous Yen Carry Trade: You borrow in yen (very cheap) You use that money to buy assets with better returns in the US or Europe. You keep the difference. It was a global liquidity machine for decades.
But now… If Japan raises yields, all this breaks:
❌Repaying borrowed yen becomes more expensive
❌The yen/dollar exchange rate becomes riskier
❌The carry trade stops being profitable. Funds close positions, sell global assets, and return to yen.
With higher yields in Japan, Japanese investors think: “Why buy US bonds at 4% if here they already give me 1.7% without currency risk?”
This means that Japanese money that used to flow into the world… now stays at home.
Problem for the US: Japan was one of the key buyers of American debt. If Japan buys fewer T-Bills → there is less demand. And when there is less demand…
📌US bonds have to raise their yield
📌Prices fall
📌Attracting buyers becomes more difficult.
🚀 The Future of Decentralized Finance with #Injective! 💰
Injective is an ultra-fast layer 1 blockchain, built with the Cosmos SDK, optimized for decentralized finance (DeFi) applications.
✨ Key Advantages:
Total Interoperability: Native compatibility with Ethereum and Cosmos networks (IBC), enabling seamless asset flow.
Decentralized Exchange (DEX) Engine: Offers a fully decentralized and censorship-resistant on-chain order book engine, allowing the trading of spots, derivatives, futures, and options.
Zero Gas Fees: Allows users to trade without paying gas fees, a major differentiator in the DeFi space.
Community and Scalability: Driven by a vibrant community and designed for high scalability and ultra-fast performance.
Injective is redefining DeFi by offering a powerful, flexible, and frictionless platform for developers and users. Follow its evolution!
#injective $INJ
Injective is an ultra-fast layer 1 blockchain, built with the Cosmos SDK, optimized for decentralized finance (DeFi) applications.
✨ Key Advantages:
Total Interoperability: Native compatibility with Ethereum and Cosmos networks (IBC), enabling seamless asset flow.
Decentralized Exchange (DEX) Engine: Offers a fully decentralized and censorship-resistant on-chain order book engine, allowing the trading of spots, derivatives, futures, and options.
Zero Gas Fees: Allows users to trade without paying gas fees, a major differentiator in the DeFi space.
Community and Scalability: Driven by a vibrant community and designed for high scalability and ultra-fast performance.
Injective is redefining DeFi by offering a powerful, flexible, and frictionless platform for developers and users. Follow its evolution!
#injective $INJ
"Announced Fall": Analyst who predicted the correction of Bitcoin after the Fed maintains conviction in new highs
Rafaela Romano: the excess of long positions at 110,000 dollars attracted liquidity after the Fed, lowering the price of Bitcoin. In the medium term, the outlook is positive.
- Analyst who predicted the fall of Bitcoin after the Fed's decision maintains conviction in new historical highs in the medium term.
- The recent correction was driven by the search for liquidity from long positions around 110,000 dollars.
- Demand indicators show weakening in the U.S., but the bullish macro structure remains favorable.
Rafaela Romano: the excess of long positions at 110,000 dollars attracted liquidity after the Fed, lowering the price of Bitcoin. In the medium term, the outlook is positive.
- Analyst who predicted the fall of Bitcoin after the Fed's decision maintains conviction in new historical highs in the medium term.
- The recent correction was driven by the search for liquidity from long positions around 110,000 dollars.
- Demand indicators show weakening in the U.S., but the bullish macro structure remains favorable.
The cryptocurrency market bleeds despite interest rate cuts and trade negotiations between the US and China
$BTC $ETH
US Treasury Secretary Scott Bessent said on Thursday that the US would suspend restrictions designed to limit access to Chinese companies that buy technology that the US government considers sensitive.
The Federal Reserve also indicated the end of quantitative tightening (a process that restricts liquidity in the financial system), and increased liquidity is also a positive catalyst for cryptocurrency prices.
Despite this, there is usually a gap between the end of QT and the beginning of quantitative easing, when liquidity is actively pumped into the financial system, meaning that cryptocurrency prices may fall even further until liquidity injections arrive.
$BTC $ETH
US Treasury Secretary Scott Bessent said on Thursday that the US would suspend restrictions designed to limit access to Chinese companies that buy technology that the US government considers sensitive.
The Federal Reserve also indicated the end of quantitative tightening (a process that restricts liquidity in the financial system), and increased liquidity is also a positive catalyst for cryptocurrency prices.
Despite this, there is usually a gap between the end of QT and the beginning of quantitative easing, when liquidity is actively pumped into the financial system, meaning that cryptocurrency prices may fall even further until liquidity injections arrive.
💸 Are we witnessing the end of cash?
An international report indicates a rapid decline in the use of cash as a means of payment. In numerous countries, the proportion of transactions made with banknotes and coins continues to decrease and could fall to 10% in the coming years.
The study warns that the growth of digital payments —including online banking systems, mobile applications, and digital currencies— is structurally transforming the financial habits of the population and the monetary policies of the States.
An international report indicates a rapid decline in the use of cash as a means of payment. In numerous countries, the proportion of transactions made with banknotes and coins continues to decrease and could fall to 10% in the coming years.
The study warns that the growth of digital payments —including online banking systems, mobile applications, and digital currencies— is structurally transforming the financial habits of the population and the monetary policies of the States.
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