Just saw a notice from the Ministry of Foreign Affairs at 18:30:15 advising Chinese citizens to evacuate Iran and suggesting avoiding travel there for now. Feels a bit tense. The market took a slide + U.S. stock futures also dipped slightly as a sign of respect. Looked back at historical events—on June 17, 2025, the Ministry of Foreign Affairs issued a similar statement. Back then, BTC dropped from 104k to 100k, and it only stopped falling four or five days later after peace talks. Considering NVDA's not-so-great performance after yesterday's earnings report + the anticipation of DeepSeek V4's imminent release, tech stock holdings probably won’t feel too great these couple of days. Storage, as an upstream sector for NVIDIA, will likely be affected too. Personally, I think when the macro environment is tough, it’s okay to take more breaks. It’s more comfortable to focus on the easier opportunities when they come.