棋局
棋局|3月 28, 2026 06:19
Bitcoin is basically following Nasdaq now—watching Bitcoin is like watching Nasdaq. If the U.S. launches a ground war this time, the economy is very likely to collapse. Unless they can win, but with Iran's terrain, it's nearly impossible to win with this level of troops. The supply lines are way too long. From recent observations, the Asia-Pacific stock markets are still closely following U.S. markets. Trump is over there playing his 'breathing tactics'—one moment talking about peace talks, and global markets rise with the U.S.; the next moment talking about war, and the markets drop. Same goes for crude oil futures. Brent is nearing $110, and they're scrambling to cool it down, even though Oman spot prices are much higher than futures right now. Japan is having the hardest time—exchange rate is at 160, and the central bank's strategies have failed. Now some Japanese lawmakers are proposing to use foreign exchange reserves to suppress crude oil futures prices—purely digging their own grave. April is just around the corner. As time goes on and some countries deplete their oil reserves, we might see a coalition forming to break the blockade. So Iran will probably have to release some oil for everyone to use. Otherwise, if they push too hard, a bunch of countries might gang up on them. We're already seeing signs of this among the Middle Eastern oil sellers.
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