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Iran states that it could close the critical Strait of Hormuz if its territory or islands are attacked.
Details are as follows:
1. The Strait of Hormuz is a narrow passage connecting the Red Sea, Gulf of Aden, and Arabian Sea.
2. Approximately 12% of global maritime oil transportation passes through the Strait of Hormuz
3. The Strait of Hormuz is the world's fourth largest shipping chokepoint
4. If both the Hormuz and Mandab oil fields are shut down, total production stoppage capacity could approach 25 million barrels per day, accounting for approximately 25% of global supply.
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Handshakes at the negotiating table, engines roaring on the runway—the Middle East is about to change this weekend.
Vance and Rubio are still opening talks,
while F-35C has already landed at RAF bases in the UK.
These two things happening simultaneously on the same weekend~
The State Department says: We seek peace.
The Pentagon says: "Epic Fury Operation"—stand by for takeoff.
Throughout history, every "talk while fighting" combination punch ends with the negotiating table unable to withstand the engine noise from the runway.
F-35C launching from land bases, F-35B deploying simultaneously from
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We've secured profits on the #CRCL call options we sold ~
Everyone is just starting to find reasons for yesterday's crash ~
The short-term rapid surge itself was the reason for the decline ~
Approaching it from a technical perspective always gives you a step ahead ~
In the future, when it rises again, it will be the same ~
No need to be too harsh on chasing news ~
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🎭 After Being Deceived Twice, Iran Learned Its Lesson—But Trump Is Still Sending Invitations
There's an unspoken rule in diplomatic history:
The first time you're deceived, it's called trust. The second time you're deceived, it's called a lesson. The third time you're deceived... that's your own problem.
Iranian officials have been blunt about it—
"We don't want to be fooled again."
Translated into diplomatic language, this means: one thing at the negotiating table, another thing when approving missile strikes—we're not having these meetings anymore.
Let's rewind the previous two rounds of op
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Iran's Supreme Joint Military Command Spokesman: Energy and oil price levels from the past will not be restored until Iran's armed forces ensure regional stability.
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The system doesn't talk nonsense, signals speak——looking back, every signal my system has issued is accurate~
Late November last year, #IXIC Nasdaq, trend short signal. Correct~
Early March this year, #SPY S&P 500, trend short signal. Correct~
Late November, #NVDA Nvidia, trend short signal, $198 is the line of life and death, no break means no reversal.
Correct~
Mid-October, #Bitcoin, trend short signal, unreversed to date.
Correct~
Spanning stock markets, tech leaders, crypto markets——
This isn't luck in one single product, it's systematic judgment across markets.
It's easy to review this in
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⚠️ Turn off the news feed, and before long, the crash is coming~
What's the most dangerous thing in the market right now?
It's not bad news, it's not a crash——
It's too much information, too much noise, making you forget the big picture.
One bombshell headline every day, one reversal every hour, emotions get dragged around, positions get shaken up, and in the end you find yourself in a wave of volatility, swapping your chips around endlessly, but making zero progress~
Yet none of the underlying issues get solved:
Hormuz Strait blockade continues to ferment → Oil prices stubbornly elevated → In
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Not discussing technicals today, just chatting about this Middle East "macro chess game"~
Trump's recent series of statements are all about controlling the pace~
On one hand, by suppressing oil prices to stabilize market sentiment and give US stocks "life support," he's delayed a stock market crash~
On the other hand, he's creating a time window for subsequent military operations. This kind of operation is actually more like throwing combination punches, not single-point strikes~
The key variable still comes down to the Strait of Hormuz~ To win this war, you must secure it~
This isn't just an
BTC1,04%
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📊 That upper shadow has said it all.
Candlesticks never waste words.
That upper shadow on the US stock chart yesterday quietly sat there, saving all analysts a report~
It surged upward but couldn't hold.
These four words are the market's complete answer.
No matter how lively the news, how euphoric the sentiment, the price ultimately fell back—the essence of an upper shadow is: someone was waiting for you at the high, and they've been waiting for a long time.
Brief news stimuli can push the price up, but can't move the sell orders that were already buried there.
The overall logic
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📊 That upper shadow has said it all.
Candlesticks never waste words.
That upper shadow on the US stock chart yesterday quietly sat there, saving all analysts a report~
It surged upward but couldn't hold.
These four words are the market's complete answer.
No matter how lively the news, how euphoric the sentiment, the price ultimately fell back—the essence of an upper shadow is: someone was waiting for you at the high, and they've been waiting for a long time.
Brief news stimuli can push the price up, but can't move the sell orders that were already buried there.
The overall logic
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Iran's weapon of retaliation: soaring oil prices~
So you'll notice that every time oil prices drop, Iran causes trouble~
This is also Trump's Achilles' heel~
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Iran is now run by the Revolutionary Guards~
This is very important~
If Little Ha were still around, it would keep happening over and over~
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Winter is coming
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🌅 Seize Today—Because the Days Ahead Might Not Be This Good
Some say today is the worst day in history,
while others say today is the best day in the coming months.
Both statements were voiced today, which is quite thought-provoking~
But think about it carefully—the logic of the latter is chilling:
It's not because today is so good, but because what comes next might be much harder.
The Strait of Hormuz blockade continues to escalate, Japan's hundred-billion-level sell-off lands Monday, US Treasury yields remain elevated, rate hike expectations reignite, East Asian energy crisis risks mount, g
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📉 "The worst day in history" — someone actually said this today.
It takes courage to say this, or perhaps… it takes data.
We're not sure which.
But when you lay out today's backdrop, you'll find this statement isn't without reason —
The Strait of Hormuz de facto blockade is still unfolding, oil prices keep climbing; Japan's largest-scale overseas asset selloff in a decade is coming Monday; US Treasury yields at 4.37%, capital is still flowing to the risk-free end; Fed December rate hike expectations are re-igniting, the rate-cut narrative is falling apart; East Asian economic crisis risks are
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Is an economic crisis getting closer?
🔥 A barrel of crude oil is quietly detonating East Asia
The ripples from the Strait of Hormuz have already reached East Asia's coastline.
The Middle East is in turmoil, and the bill has been sent to Tokyo, Seoul, and Beijing—
These three places share one common characteristic: severe dependence on imported energy, producing not a single drop of oil themselves, yet maintaining the world's densest manufacturing clusters~
Every dollar the oil price rises, East Asia's trade balance looks worse by a notch.
Chain reactions are already underway:
Energy import co
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The Crown Plaza Hotel in downtown Chengdu has started hosting the Sugar & Wine Fair exhibition~
The economic situation is visible to the naked eye~
From the first to third floors, the stairwells are filled with makeshift booths and simple roll-up banners, and temporary exhibitor advertisements are plastered inside the guest elevators~
Even a five-star hotel has bent its prestigious standards to face reality~
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Terafab (full name Terafab™) is the world's first automated photovoltaic power station construction platform launched by American tech company Terabase Energy.
Its core logic is to transform on-site installation of photovoltaic power stations from a "labor-intensive" model to a "factory production line" mode, aimed at addressing labor shortages and construction efficiency bottlenecks faced by large-scale photovoltaic projects in remote areas.
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This oil price situation has actually shifted from "shock" to "war of attrition"~
Since the US-Iran conflict in late February, oil prices have remained elevated for three entire weeks. Don't underestimate this period—high prices aren't scary, but prolonged high prices are. Once they sustain at elevated levels, the impact is no longer just sentiment, but begins to genuinely erode economic fundamentals~
From a transmission mechanism perspective, it's very clear: oil price rise → cost increases → inflation persistence → interest rates difficult to lower → demand weakens. This process won't explod
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🎯 The market changed its tune—let's put the word "rate cut" aside for now.
Short-term interest rate futures prices are Wall Street's most honest mouth.
What it's saying now is: December will see a rate hike.
Not a 25 basis point rate cut, not a hold—a rate hike.
This plot twist moves faster than any financial thriller.
Just recently, the market was still debating "how many cuts this year," with analysts parsing the Fed's dot plot grid by grid, and retail investors gripping "rate-cut beneficiary stocks" and rolling up their sleeves…
Now, a single price signal from the futures market has quietl
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