Phyrex|Jun 18, 2026 20:06
My brain's a bit fried. I just realized there's no clear timeline for the US-Iran peace talks this time. The draft agreement came out of nowhere, the official signing was also sudden, and it was even done remotely via an electronic contract. But regardless, the agreement has indeed been reached. Even though I'm not American, I feel like the US got the short end of the stick on this one—fought a war for nothing and achieved almost none of their goals.
The original reason for the war was to 'confiscate' Iran's enriched uranium, which was a red line Trump emphasized multiple times. The Strait of Hormuz became a secondary issue later. But now, not only does the US have to 'compensate' $300 billion, they also have to unfreeze Iran's assets. The enriched uranium stays in Iran, and even the Strait of Hormuz—before clearing the mines—has already reopened Iran's ports.
This war seems to have done nothing but drive up oil prices and worsen inflation in the US. I feel like the US gained absolutely nothing. Of course, some friends reminded me that maybe after the war, Iran can start using the US dollar again for transactions. After all, there was a time when they were considering settling in RMB. From my perspective, once sanctions are lifted, it means Iran will have the chance to return to using the US dollar.
Before the sanctions, Iran was already using the dollar for settlements. It was only because of the sanctions that they had to explore other settlement methods. After all, global oil trade has long been priced in US dollars.
Back to Bitcoin data—it's mainly the drop in STRC, which even fell below its historical low, causing many investors to worry about an MSTR collapse, which in turn triggered a sharp drop in bitcoin:native. But in reality, MSTR's main way of paying interest is through ATM, not by selling Bitcoin. Based on the current ATM situation, supporting another two to three years shouldn't be an issue.
I think the market is overreacting a bit. I bought dual-currency at $62,000 and $63,000, not sure if I'll be able to buy it when it settles on Friday. For me, it's totally fine if I can buy it; if I can't, I'll feel a bit bummed. But that's just how dual-currency works—I'm okay with it either way.
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