This weekend has been quiet, but starting Monday, there have been many chaotic events. Trump indeed blocked Iran's ports today, which is not good for the temporary ceasefire. Iran's stance has also been very tough, and their attitude feels like it's back to pre-ceasefire. Especially since Trump has been publicly stating that Iran is seeking talks, and has even started discussing measures to freeze uranium enrichment, but we haven’t seen anything from Iran regarding this; instead, they are emphasizing that by blocking Iran, they are just waiting to resume fighting.

However, looking at the market performance, it remains optimistic. The rebound in US stocks and $BTC has been quite good, although oil prices are a bit higher. The issues between the US and Iran might still have a period of fluctuations. Right after Trump announced that the US has blocked Iranian ports, he also mentioned at the end of the press conference that after Iran, they would make a "stop" in Cuba.

It seems that after being humiliated by Iran, he now plans to regain some ground in Cuba. The midterm elections are approaching, so Trump doesn't have much time left.

Looking at Bitcoin data, the turnover rate is still quite low, and investors are not showing dissatisfaction with the current price. Most investors are still holding and watching, and the chip structure is very stable without signs of panic from early and short-term investors. Buying sentiment has been decent in recent days.

Of course, the market is still primarily driven by geopolitical conflicts and monetary policy.

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