Phyrex
Phyrex|11月 07, 2026 19:47
I believe the long-term issue between the US and Iran will eventually be resolved, but short-term uncertainties are increasing. Today, Trump unveiled his "Iron Gate" plan, essentially blocking Iran's land and sea transportation, making it even more difficult for external supplies to reach Iran. Iran is now essentially surrounded, and this is a way to force Iran to back down. Iran has not yet responded to the Iron Gate, and hopefully, it won't take any overly extreme actions. I'm a little worried about the short positions I opened on Friday. If Iran continues to retaliate, oil prices may rebound again. Although I still believe in the effectiveness of the oil price ceiling, holding positions for too long is indeed exhausting. Personally, I think the Iranian issue may not be resolved until 2027. The US data for October was likely quite unfavorable, and November is likely to be similar. Technology stocks rebounded on Friday, but Bitcoin's rebound was not significant. However, I think investor sentiment was good over the weekend, and I believe that with the improvement in technology stocks, bitcoin:native's performance won't be too bad. After the midterm elections, the main focus is on the handover next year. Until then, the focus remains on the Federal Reserve, whose focus is on inflation, which in turn depends on oil prices. Ultimately, it all comes back to the US and Iran. This year will likely pass by like this, and now it's all about Iran. @Gate, for more market information.
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