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I originally thought that today's homework would be easier.

CN
Phyrex
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3 hours ago
AI summarizes in 5 seconds.

I originally thought today's homework would be easier, but it turned out I was wrong. Although the geopolitical conflict between the United States and Iran hasn't continued to complicate, there are still many variables. In the early hours, the United States and Iran reached a preliminary ceasefire agreement at the steps of the Pakistani Prime Minister, based on the 10 conditions first proposed by Iran. About two of these are related to the ownership of the Strait of Hormuz, and Iran has also begun preparations to charge fees for the Strait of Hormuz.

There are also two items related to stopping the war, one of which includes a ceasefire in Lebanon. However, this is where the trouble actually lies. Although there is a ceasefire agreement for Lebanon in the documents provided by Iran, the United States and Israel stated that it does not include Lebanon, and Israel has continued to carry out more intensive bombing of Lebanon, which has angered Iran and again halted the smooth passage through the Strait of Hormuz.

Currently, the three parties are still in a game of negotiation. It is estimated that the United States can suppress Israel a bit; since we have come this far, continuing the fighting is definitely not a good thing. Trump is not stupid. Furthermore, there are three more items related to lifting Iran's sanctions and freezing assets, which are not a big problem. However, there is no clear response regarding uranium enrichment in the English version. Personally, I estimate the most troublesome issue is the compensation the U.S. owes Iran; if compensation is really paid, it will be difficult for the U.S. to explain.

Although the market's negotiation isn't very heavy right now, Israel's continued bombardment is provoking Iran, and if it pushes Iran too hard, it will face repercussions. Fortunately, Trump has expressed his stance, not believing that Israel's "small actions" will affect the overall ceasefire, and he should try to persuade Israel.

Looking back at Bitcoin's data, today's turnover rate is indeed quite high, which is normal, given the market's ups and downs. Although there is still some uncertainty, I personally believe that both Iran and the U.S. do not want to return to a state of war. If it really comes to that, Iran can target Israel while the Americans turn a blind eye, so the market's stability should still be relatively good.

For $BTC, there can be a slight relaxation, but the market's focus is not on the war between Iran and the U.S., but rather on U.S. monetary policy, which still presents some headaches.

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Selected Articles by Phyrex

3 hours ago
Iranian Parliament Speaker Ghalibaf issued a statement.
4 hours ago
Yesterday's BTC spot ETF data showed net outflow, which I can understand.
5 hours ago
😂 Recently, watching the war between Iran and the United States made me forget everything.
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