My brain is a bit overloaded; I've noticed that this time the negotiations between the United States and Iran did not have an accurate timetable. The draft agreement was spontaneous, and the formal signing of the contract was also sudden, even conducted via remote electronic contract. However, in any case, the agreement was indeed reached. Although I am not American, I feel that the U.S. is somewhat aggrieved by this agreement, having fought a war that achieved almost no objectives.

The initial reason for the war was to "confiscate" Iran's enriched uranium, which was also the bottom line emphasized by Trump multiple times. The Strait of Hormuz became an issue later. Yet this time, not only will there be "compensation" of 300 billion dollars, but there will also be the unfreezing of Iran's assets, and the enriched uranium will stay in Iran, even in the Strait of Hormuz, where the Iranian ports have been opened without clearing the mines first.

This war has not provided any benefits to the U.S. except for pushing up oil prices and causing severe inflation; I feel that the U.S. gained nothing. Of course, some friends reminded me that after the war ends, Iran may be able to use the dollar again, returning to dollar payments. After all, there was a time when they started considering settling transactions in Renminbi. From my personal perspective, once the sanctions are lifted, it means Iran will have the chance to use the dollar again.

Before the sanctions, Iran was already settling transactions in dollars; it was only because of the sanctions that Iran chose other payment methods. After all, global oil trade has been long priced in dollars.

Looking at the Bitcoin data, the main issue is the decline of $STRC, even dropping below its historical low, which has caused many investors to worry about $MSTR's potential collapse, triggering a significant drop in bitcoin:native. However, the primary method of paying interest for MSTR is through ATM, not by selling Bitcoin. According to the current ATM estimates, supporting it for another two or three years is not a problem.

The market seems to be overly concerned. I bought dual-token bottoms at $62,000 and $63,000, and I don't know if I will be able to purchase them when settlement occurs on Friday. For me, being able to buy is completely fine; not being able to buy might be a bit uncomfortable. But that's just part of the dual-token mechanism; I can accept it in any case.

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