The disruptor today is Israel. Many friends say that if it weren’t for Israel, the negotiations might have succeeded long ago, and I deeply agree. I even feel that without Netanyahu, the United States might not have directly taken action against Iran. Before the United States and Iran were about to sign an agreement, Israel attacked Beirut again, which led to Iran doubting whether the United States could control Israel. Of course, Iran itself might not have been prepared to sign on Sunday.
Yesterday, I also said that what worries me the most right now is that the United States continues to speak for itself, believing it has won, which is the biggest disruption to the market. However, from Iran's performance today, although it did not agree to sign on Sunday, it did express a willingness to sign the comprehensive agreement. The United States likely did not exaggerate in this regard, although Trump still insists it can be signed on Sunday.
We will know by tomorrow daytime. The market seems to be less optimistic about completing the signing on Sunday and is also worried that even if an agreement is signed, it may not smoothly open the Strait of Hormuz. There are greater concerns about Israel continuing to disrupt. However, I believe that it is very possible for the United States and Iran to reach some agreement without involving Israel and Lebanon. After all, Iran has indicated that it can do without nuclear weapons, so the biggest contradiction should be resolved.
The remaining issues are the details. Trump is very anxious because the Federal Reserve's interest rate meeting is at 2 a.m. on Thursday. If a peace agreement cannot be reached before the meeting, thus lowering market expectations for oil prices, it would likely be a difficult debut for Waller, which is one of the reasons for Trump's urgency.
After a weekend of deliberation, I might still enter in the form of dual currency with bitcoin:native. On Monday, I will find a time to buy into dual currency, likely around $62,000 to $63,000. I think this position is quite good and hope to set a trap. If the peace agreement between the United States and Iran is reached, there will likely be a surge. If not, the probability of a rebound at this position is also considerable.
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