Suddenly! Trump's TV Speech: Talks+Ultimate Threat, Four Major Assets Insure Across the Line (Latest 4.2) At the just concluded national speech, Trump threw the olive branch of "withdrawal+peace talks" on one hand, and the nuclear bomb level threat of "bombing Iran's energy facilities" on the other hand. The market was fiercely torn between long and short positions, and gold, oil, Bitcoin, and US stocks instantly emerged from extreme trends! 1、 Key points of speech (condensed) 1. Withdrawal schedule: The US military will withdraw from Iran within 2-3 weeks, and if the peace talks go smoothly, it can be advanced; The core goal of 'preventing Iran from acquiring nuclear weapons' has been achieved, not regime change. 2. Ultimate threat: If negotiations break down, Iran's oil wells, power plants, and Halk Island will be destroyed, cutting off the lifeline of crude oil exports. 3. Strait responsibility: The United States no longer protects the Strait of Hormuz, and the shipping countries are responsible for it themselves. 4. Domestic blame shifting: Blaming Bai Deng for high inflation and oil prices, emphasizing their own achievements in tax reduction and tariff attraction. 5. Iran signal: There is a "more rational new leadership" emerging in Iran, and there is a positive signal for negotiations. The Iran War will continue for 'two to three weeks'. If an agreement cannot be reached, the United States will strike Iran's power plants. In Iran, the core strategic goal is "close to completion". 9. The United States will bring Iran back to the Stone Age 10. The United States will no longer import oil from the Strait of Hormuz in the future. The Iranian navy no longer exists, and the air force has collapsed 2、 The immediate impact of the four major assets (as of 10:00 on April 2nd) -Crude oil (skyrocketing) WTI broke $103/barrel (+4.07%), Brent $102.86/barrel (+4.06%). Logic: Threatening to bomb energy facilities → Supply interruption panic → Risk premium fully inflated; The expectation of withdrawal is hedged, and it is easy to rise but difficult to fall in the short term. -Gold (rising and falling) Spot gold surged to $4314 per ounce in the short term and has now fallen back to around $4300. Logic: geopolitical hedging → upward trend; Expectations of peace talks+rebound of the US dollar → decline; Strong oscillation, pay attention to 4280 support. -Bitcoin (fluctuating and strengthening) Short term rise of 2.5%, stabilizing above $78000. Logic: Safe haven+anti inflation attributes, combined with geopolitical uncertainty, capital diversion and allocation, stronger than US stocks and weaker than gold. -US stock market (futures rise first and then fall) The Nasdaq and S&P futures first pulled * *+2%, and now turned green by -0.5% * *. Logic: withdrawal → favorable risk assets; Energy threat → inflation concerns → suppression of the stock market, intensifying divisions. 3、 Key watershed in the future market -Negotiations reached: oil prices plummet, gold falls, US stocks rebound, Bitcoin oscillates. -Negotiation breakdown: Oil price surges to 110+, gold breaks 4400, US stock market drops sharply, Bitcoin safe haven rises. AI generation and organization