Continuing to analyze the impact of the Iran situation on crypto market trends. Drop first, then rise—golden opportunity lies ahead. This war has reached a point where it can’t be stopped. Both the U.S. and Iran are being dragged into it, forced to keep fighting. Even if Trump wants to pull out, it’s useless—if the U.S. withdraws, the Strait of Hormuz will still be blocked, and oil prices will keep soaring. Now both sides are escalating. The U.S. is sending 8,000 troops to Iran, and there’s bound to be a fierce battle on Kharg Island. This war won’t stop in four weeks—heck, it won’t stop in four months. The U.S.’s first goal is to seize Kharg Island and control the Strait of Hormuz to bring oil prices down. But it doesn’t look like it’ll be that easy. The next step is to take control of Iran’s uranium enrichment facilities. The trajectory of the war is already pretty clear. In the short term, oil prices will have the biggest impact on the market; in the long term, it’ll be U.S. Treasury bonds. Once ground troops start fighting, there will be too many uncontrollable factors, and both sides will likely escalate attacks on oil fields and energy facilities. Oil prices will rise further, and the market will panic. Both crypto and the stock market will take a hit. A lot of people still don’t fully understand the long-term impact of a sustained blockade of the Strait of Hormuz. It’s not just about rising oil prices—global food prices will go up too. Many countries will face increased costs for infrastructure, and food production will decline. Why are U.S. Treasury yields rising while gold is dropping? Sovereign funds are selling off assets, converting to dollars to stockpile supplies. At this stage, the financial market will create a golden opportunity—when the time comes, you’ve got to have the guts to jump in. Gold is dropping recently, but in the long term, it’s still going to rise. The U.S. is stuck in the Iran quagmire. If they perform poorly—like failing to take Kharg Island in time—global confidence in U.S. Treasury bonds will take an even bigger hit. Then comes the question: where will the military budget come from? If no one’s willing to buy U.S. debt, the Fed will be forced to step in and buy it themselves—otherwise, the war can’t continue. At that point, the Fed will be in a tough spot. On one hand, there’s high inflation and soaring oil prices; on the other hand, they’ll have to print money to fund the war. This will inevitably lead to an oversupply of dollars, skyrocketing deficits, and a surge in asset prices. By then, the war won’t even be over, but all kinds of assets will already be entering a bull market. History doesn’t always repeat itself, but it sure does rhyme.