Tomorrow, I will publish on X My first heavyweight and in-depth long article. The full text is based on the core basic market of the current market, Thoroughly dismantling the subsequent evolution logic of the US Iran geopolitical situation, Combining the grassroots demands of the US midterm elections, Clearly deduce the entire chain of events, Regarding crude oil/gold/US stocks/Bitcoin The medium - to long-term impact of various asset classes. At present, the opinions of the entire network are highly homogeneous, Everyone is keeping an eye on the surface negotiation news, But few people see through: Middle East game, control of the strait, election demands, This is the true mainline of the global market going forward. The market has been circulating a fixed mindset: Crude oil prices rise, risk assets weaken; Crude oil prices have fallen, while the stock market and cryptocurrency market have rebounded. But in the current special geopolitical environment, I will share a brand new perspective on independent thinking, Not refuting mainstream or opposing viewpoints, Take you out of your preconceived notions and understand deep logic. Many people have always had a question in their hearts: Geopolitical conflicts continue to escalate, and risk aversion is heating up, As a traditional safe haven asset, gold, Why does it continue to weaken instead? What is the core driving force behind the rise and fall of crude oil? It's a simple change in supply and demand, Or is geopolitical game dominant in the overall situation? The US stock market and Bitcoin experienced synchronized fluctuations and corrections, Is it driven by oil prices, Or is it simply driven by the risk aversion of funds? This first long article explains everything thoroughly. Clearly break down four independent main lines: Geopolitical supply logic Global risk aversion sentiment US dollar interest rate suppression Election political cycle Clarify the essence of the rise and fall of major assets, Uncovering the illusion of surface linkage, Say goodbye to the simplistic and crude negative correlation misconception. At the same time, comprehensively sorting out the market time rhythm: Short term adjustment window from April to June Market recovery turning point in July and August Market divergence before and after the November election At present, this complete deduction logic, Very few people on the entire network have spoken out systematically. Do not speculate on news, do not engage in fragmented chatting, Relying solely on macro fundamentals and geopolitical logic, Give you a clear and referenceable future script. Please stay tuned for timely updates tomorrow.