Feilong Daily | June 18, 2026 (1) US Iran negotiations enter signing window The United States and Iran will meet with Switzerland on the 19th to initiate final agreement negotiations The oil price has dropped significantly, and the concept of a negotiated agreement is significant. However, Israel's attitude remains firm, and it is not ruled out that some tricks may come out Everyone must pay attention to risks, there may be significant fluctuations every day (2) Walsh's debut leans towards eagles Last night, newly appointed Federal Reserve Chairman Walsh presided over the first FOMC meeting The interest rate remains at 3.50% -3.75%, in line with market expectations The new account released is a rate cut. Don't think too early, it's not impossible to raise interest rates either Resulting in the strengthening of the US dollar, the US stock market turning from rising to falling, and the decline of risk assets The positive news from the US and Iran is bottoming out, but the hawkish faction in Walsh is pressing on top (3) Smart money didn't run away, it's slowly picking up goods Market sentiment is bearish, but on chain funds have not directly withdrawn Old black Arthur Hayes bought 1500 ether this morning, and the whale position of Big Cake returned to its high since March. HYPE also has a large amount of funds continuously flowing in and pledging Big funds did not abandon the market due to the hawkish FOMC this time Slowly buy below 55000, short the contract at high prices! (4) Next, focus on Firstly, progress on the meeting between the United States, Iran, and Switzerland and the signing on June 19th Secondly, the next round of inflation data and the September FOMC If inflation cools down, the market will re trade loose expectations. If inflation continues to rise, the expectation of a September interest rate hike will continue to suppress risk assets