Phyrex|May 28, 2026 19:55
By Friday, the war between the United States and Iran had lasted for 90 days. During this period, the United States had indicated at least three times that a ceasefire agreement was close to being reached, but it had been delayed. According to information released today, some insiders hinted that the progress of a complete ceasefire agreement was close to being reached. People inside and outside the White House say it's close to 95%. Of course, even if it is 99%, there is still a possibility of something else happening before signing. Now we are waiting for the leaders of both sides to sign.
Moreover, the Iranian President has reiterated his recent assurance that Iran is not seeking to manufacture nuclear weapons, which means that there may be new developments in the most troublesome uranium enrichment agreement between the United States and Iran. However, these are not of great interest to ordinary investors, and the only thing that everyone can expect is when the Strait of Hormuz can be fully opened.
Because once it opens up, it means that the United States can emerge from current expectations of high inflation and recession, and the Federal Reserve will no longer worry about using interest rate hikes as a weapon. This would be quite good news for AI, which is still on the rise, and it would also be a shot in the arm for cryptocurrencies. Now is still the best opportunity to short WTI.
Looking back at the data of Bitcoin, although the price of BTC has not been satisfactory recently, and many people believe that Bitcoin is likely to return to the four or five mark, the trend of BTC is still related to the macro, political, and economic aspects of the United States. Unless the United States is still in some trouble, it is very likely that BTC will have a small rebound after the negotiations between the United States and Iran are over.
Of course, the focus of BTC is still on its lack of liquidity and the absence of strong narratives like AI. Compared to technology stocks, the gap is gradually widening. However, the biggest advantage of BTC is that more holders are transforming into growth stage holders, and there are more and more high net worth holders.
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