The Market Updates

🇺🇸 The US House will hold a hearing on the crypto market structure bill tomorrow, July 17.

🇮🇷 Iran just fired a warning at the one strategy the Gulf was counting on to escape it, and the geography of the strike is the whole message

The two UAE shuttle tankers reportedly hit were struck in the southern lanes of the Strait of Hormuz, within Omani territorial waters.

These are the exact vessels the Emirates use to move oil around the chokepoint while sailing "dark" to avoid detection.

That target choice is deliberate.Iran is saying the bypass operation isn't safe either.

It reframes pipeline optimism entirely.

The Gulf's whole plan, the West-East line, the Fujairah terminals, the new Arabian Sea port, rests on the assumption that oil leaving overland or through these shuttle operations escapes Iranian reach.

A cruise missile just tested that assumption and it failed.

The reported Iranian strike on U.S. maritime detection radars in Oman compounds it, blinding the surveillance that feeds the region's maritime safety.

And the Houthi drones targeting Abha airport in Saudi Arabia hint at the next expansion: if Iran and its allies can threaten the Hormuz shuttle operations, the surveillance grid, and eventually Bab el-Mandeb, there is no clean way out.

Source: Reuters

🔥HUGE:

A whale bought $57,660,000 worth of $ETH today.

Retail is panic selling; whales are panic buying.

これはとてつもなく大きい。

🇺🇸 トランプ大統領は、暗号資産の市場構造法案をめぐって、明日米上院議員と会談する予定です。

Binance whales and Coinbase institutions are both buying $BTC non-stop.

Let the pump continue...

SUMMER PUMP HAS STARTED:

- 暗号資産の時価総額合計に2300億ドル超が追加

- 機関投資家がBTCおよびETHのETFに資金を投入

- CPI & PPIが3か月ぶりの低水準まで下落

- 利上げ観測の確率が31%から10%へ急落

- ETHがBTCに対して70日ぶりの高値を記録

- 8月に向けた動きの前に、米国の暗号資産法案が緊急性を増している

- モルガン・スタンレーがETHおよびSOLのETFに関する修正書類を提出

- 韓国が暗号資産を国家資産として認めた

- 日本がビットコインおよび暗号資産ETFを合法化する法案を可決

緊急速報：トランプ大統領が「イランは取引を成立させたい」と述べたことで、米国株に対して3,200億ドルが追加された。

🚨 BREAKING 🚨

🇺🇸 President Trump says Iran wants to make a DEAL.

Send everything higher.

🩸DUMP:

15分で米国の株式市場から3,000億,000,000ドルが消し飛んだ。

🇮🇷🇶🇦 イラン政府のジェット機がテヘランからカタールへ向かっている。フライト・トラッカーによれば、ドーハに向けて政府関係者の代表団を乗せている可能性が高い。

カタールは、最近の了解覚書（Memorandum of Understanding）をめぐる、米国とイランの間の間接協議の仲介役を担ってきた。テヘランは、アメリカ当局者と直接会っていないと主張している。

もしこれが別のラウンドであれば、いつもの論点の行き詰まりが予想される。凍結資産、ホルムズ海峡、そしてレバノンだ。

出典：Flightradar24

PPI・CPIのインフレ率が3か月ぶりの低水準まで低下。

利上げの確率は31%から10%へ低下。

市場にとって強気材料。

BREAKING: 🇯🇵 Japan has officially passed a bill to legalize Bitcoin and crypto ETFs, and now on a path to reduce crypto taxes from 55% to 20%.

World’s 4th-largest economy is betting big on crypto.

速報：

🇺🇸 米国のコアPPIは4.7%で到着

予想：5.2%

速報：モルガン・スタンレーがSECに対して、$ETH と $SOL の両方のETFについて、フォームS-1の修正を提出した。

$SOL も $ETH も超強気（ギガ・ブル）だ。

4年に一度のビットコイン・サイクルは健全です。

もし歴史が繰り返されるなら、私たちはいま新しいブルマーケットの開始まであと100日ほどです。

CPI dropped to a 3-month low.

Rate hike odds crashed from 43% to 6%.

Bullish for markets 🚀

🇴🇲🇮🇷 3 oil tankers were attacked near the Strait of Hormuz today

Oman's Maritime Security Centre says all three were hit in Omani waters near the Strait of Hormuz.

Most were struck off Musandam, Oman's northern tip that juts into the Strait.

The UAE says 2 of them, Mombasa and Al Bahyah, were hit by Iranian cruise missiles, and Iran's IRGC, its Revolutionary Guard, claimed them. The third is still unconfirmed.

Stolt Magnesium (Liberia):
caught fire off South Sharqiyah, all 23 crew off safely

Mombasa (Liberia):
lost engine power off Musandam, 21 evacuated, 6 hurt

Al Bahyah (UAE):
hit off Musandam too, 18 got off, 3 still missing

3 tankers in one day, in the world's busiest oil chokepoint, and Iran isn't hiding it.

Source: Reuters, UAE MoD / Writer: Daniyal

🇺🇸 US Government just deposited $11,150,000 worth of $ETH to Coinbase.

Exactly when ETH has started to pump.

Fck this shit.

$ETH just hit a 70 day high against Bitcoin.

Bullish for Altcoins.

⚡️BREAKING: The Houthis Announce an Air Blockade on Saudi Airspace until the Saudi Blockade is Lifted on Yemen.