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#周末行情分析 Iran releases partial oil tankers, but only accepts yuan settlement——geopolitical gaming directly undermines the dollar's foundation.
Oil corridors + yuan settlement dual binding, both circumvent sanctions and undermine petrodollars.
Near-term crude supply eases, while petroyuan accelerates implementation, creating long-term tailwinds for gold, commodities, and crypto markets.
The more chaotic geopolitics becomes, the faster de-dollarization accelerates, and safe-haven assets + decentralized assets will only grow stronger.