Geopolitics
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QCP Capital: BTC Temporarily Holds $60,000 Level, Market Focus on US Inflation Data and SpaceX IPO
Svmuu reported that according to the latest market report from QCP Capital, South Korea's KOSPI index once plunged 8.4% due to a cooling of AI trading and foreign capital selling of semiconductor stoc
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Donald Trump: Israel and Iran must immediately cease hostilities
U.S. President Trump stated that Israel and Iran must cease hostilities immediately.
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Polymarket: Probability of "Israel will close its airspace before June 30" rises to 64%, a 24H increase of 52%
Svmuu Seer Prophecy Channel monitoring shows that on Polymarket, the probability of "Israel will close its airspace before June 30" has risen to 64%, a 24H increase of 52%; additionally, the probabili
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Iran Foreign Ministry Spokesperson: Iranian Armed Forces did not launch any attack against Saudi Arabia
Svmuu News: The Iranian Foreign Ministry spokesperson confirmed that the Iranian armed forces did not launch any attacks against Saudi Arabia. (Jin10)
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Iran says it will continue to take deterrent measures, warning that if the US and Israel violate the ceasefire agreement, it will affect diplomatic negotiations.
Svmuu reported that a spokesperson for the Iranian Foreign Ministry stated that the Iranian armed forces will continue to implement "deterrent measures" as needed. The spokesperson also warned that if
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伊朗: The US bears direct responsibility for violating the ceasefire agreement, everything was orchestrated by the US
Svmuu reported on June 8 that Iranian Foreign Ministry Spokesperson Bagheri stated that the latest developments have exacerbated distrust in its negotiations with the United States. The US bears direc
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The Iraqi militia group "Islamic Resistance": Will participate in military operations against Israel
Svmuu News On the 8th local time, the Iraqi militia "Islamic Resistance" announced that it will participate in military operations against Israel.
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伊朗 launches another wave of missiles toward Israel
Svmuu reported that local time today (June 8) morning, the Israeli military confirmed that another wave of missiles launched from Iran toward Israel has been detected. The Israeli military stated that
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The Houthi rebels in Yemen have stated that they have launched an attack on Israel
Svmuu reported that Yemen's Houthi group has launched an attack on Israel. (Jinshi)
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Israeli officials expect the Israel-Iran conflict to last several days
Svmuu News: According to Israel Hayom, Israeli defense officials believe that Monday's exchange of fire could escalate into a campaign, leading to a "war lasting several days" between Israel and Iran.
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A smart money address purchased $200,000 worth of "The US and Iran will formally sign a permanent peace agreement before June 8, 2026"
Svmuu Seer Channel monitoring shows that in Polymarket's "By what date will the US and Iran formally sign a permanent peace agreement" prediction event, a smart money address (0x59c49a09e5335430833b96
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Concerning the Bab el-Mandeb Strait? Yemeni Armed Forces will issue an important statement within hours
Svmuu News: According to Iran's Mehr News Agency, Yemeni media reports that the Yemeni Armed Forces will issue an important statement within hours.
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Iranian provincial officials have confirmed that an Israeli missile strike damaged the Qarun Petrochemical Plant
Svmuu: An explosion has occurred at the Karun Petrochemical Complex in Iran's Khuzestan province. Provincial officials in Iran confirmed that Israeli missile strikes damaged the Karun petrochemical pl
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伊朗 launches missiles at Israel
Svmuu News: Israeli military confirms missiles have been launched from Iran towards Israeli territory. (Jin Shi)
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Israeli military confirms airstrikes on Iran
Svmuu reported that the Israeli military stated the Israeli Air Force has struck military targets of the Iranian regime in western and central Iran. (Jin Shi)
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Svmuu Morning Brief
1. ZachXBT accuses Arthur Hayes of using fans as "exit liquidity"; 2. A whale made a profit of $3.5 million in 2 days, depositing 1,656 BTC into Binance after buying; 3. Binance Life's market maker pu
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Iranian sources: Iran is militarily prepared to respond to further Israeli actions
Svmuureported on the 7th, citing a military source quoted by Iran's Tasnim News Agency, that Iran has prepared its military for any potential further action by Israel and warned that if the situation
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US official: Israel reluctantly agrees to temporarily refrain from retaliating against Iran's missile attack
Svmuu News: A senior US official and an Israeli source familiar with the details of the call revealed that Trump asked Netanyahu over the phone on Sunday local time not to retaliate against Iran's mis
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Donald Trump: US currently has no plan to withdraw troops from the Middle East
Svmuu reported that Trump stated there are currently no plans to withdraw US troops from the Middle East, even though he believes Iran’s defensive and offensive capabilities have been severely weakene
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Trump says unfreezing Iranian assets or lifting sanctions is not a prerequisite for an agreement
Svmuu reported that Trump said the blame for Iran's nuclear weapons development program should be placed on the previous administration. He pointed out that during the tenure of former U.S. President
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特朗普: If an agreement is reached, could cooperate with Iran to recover and destroy its highly enriched uranium
Svmuu reports that US President Trump stated that if an agreement can be reached with Iran to end the three-month-long conflict between the two countries, the US will cooperate with Iran to recover an
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Iran's revenue from Strait passage fees has significantly declined
According to a recent report by Lloyd's List, some vessels passing through the Strait of Hormuz are required to pay over $100,000 per ship for passage permits from Iran, with the fees having significa
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Iran to charge $1.5-2 million in transit fees per tanker passing through Hormuz, partial barter payment allowed
Svmuu reported that according to Iranian media Fars News: Each tanker passing through the Strait of Hormuz will be charged a fee ranging from $150,000 to $2 million. Some vessel fees may be paid not i
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Iran's First Vice President: Iranian Officials Have Unified Stance on Negotiation Plans
According to the Islamic Republic News Agency (IRNA), Iran's First Vice President Mohammad Reza Aref stated that all high-ranking officials are fully united on Iran's negotiation strategy, refuting an
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Former US hostage and diplomat John Limbert says Washington's 'iron fist' approach is ineffective with Iran
John Limbert, a former US hostage in Tehran and former US deputy assistant secretary of state for Iran, argues that Washington "can't bomb and assassinate its way to a better relationship" with Iran.
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Ukraine claims hitting major Russian oil refinery and Engels airfield 600km deep, as Russia reports 8 deaths and attacks Ukrainian ports
Ukraine stated it conducted overnight strikes deep inside Russia, hitting a major oil refinery and the Engels airfield in the Saratov region, approximately 600km (373 miles) from the border. President
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U.S.-Iran War Fuels Short-Term Oil Market Gains, But Experts Warn Against Long-Term Holding as WTI Crude Forecasted to $60
The U.S.-Iran war has significantly boosted short-term profits for major energy companies like ExxonMobil and Chevron, with Exxon's profits doubling to $14.5 billion and Chevron's net income surging n
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Former US Ambassador to Israel Nides: No Lasting Military Solution for Iran Conflict, Urges Negotiations
Former US Ambassador to Israel Tom Nides stated that there is no lasting military solution to the conflict with Iran. He argued that renewed negotiations, involving regional allies, offer the only rea
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US President Trump cancels planned military strike on Iran, citing 'deal perimeters' reached
US President Donald Trump announced he has cancelled a planned large-scale military attack on Iran, claiming that the “perimeters of a deal” have been agreed upon. Trump stated the decision, announced
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Saudi Crown Prince Salman has reportedly expressed concern over Donald Trump's plan to strike Iran
Bloomberg, citing a report by Axios, said that Saudi Crown Prince Mohammed bin Salman expressed concern during a phone call with U.S. President Donald Donald Trump about U.S. plans for a new round of
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Sanctioned Russian Ship "Mikhail Britnev" Reportedly Delivered Military Vehicles to Mali, Defying US Sanctions
The sanctioned Russian cargo ship "Mikhail Britnev" reportedly delivered a large number of military vehicles, including armoured personnel carriers and trucks, to Mali, according to BBC Verify. Satell
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Former U.S. Ambassador Bill Taylor: Ukraine Is Maintaining Momentum on the Battlefield, and Putin Is Under Pressure
Former U.S. Ambassador Bill Taylor said on a Bloomberg TV program that Ukraine is maintaining its momentum on the battlefield despite intensified Russian missile attacks. Taylor explained that Russia’
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OPEC+ may decide Sunday to lift oil output quotas for a sixth straight month; analysts warn exports could be problematic amid broadening Iran war
OPEC+ may decide Sunday to lift oil output quotas for a sixth straight month; analysts warn exports could be problematic amid broadening Iran war
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Tensions Escalate in the Middle East: Oil Tanker Attacked Near Oman; Iran Threatens to Close Key Shipping Lanes, Including the Strait of Hormuz
According to reports, an oil tanker was struck by an “unidentified projectile” 11 nautical miles northeast of Oman, causing damage to the engine room; another oil tanker reported an explosion in the v
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Iranian Kurdish Parties in Iraq Face Intense Iranian Attacks, Deny US Military Aid
Iranian Kurdish opposition parties based in Iraq are facing a delicate balance as their bases have been heavily attacked by Iranian drones and missiles since the US-Israel strikes on Iran began on Feb
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The analysis points out that Iran’s overlapping centers of power complicate efforts to end the war with the United States, and that the Revolutionary Guards possess significant operational autonomy.
CNBC analysis notes that Iran’s overlapping power structures—including the Supreme Leader, the Revolutionary Guards, and the civilian government—complicate efforts to end the war with the United State
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Israeli West Bank Settler Tells BBC Attacks on Palestinians Are Justified as Revenge, Equating One Jewish Life to "10 Million" Palestinians
An Israeli settler in the West Bank, Yehuda Shimon, told the BBC that recent attacks on Palestinian villages were justified as revenge for the killing of an Israeli security guard. Shimon, a lawyer re
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Yemen's Houthis Deny Plan to Charge Ships for Red Sea Transit, State Passage Remains Free
Yemen's Houthi rebels have denied reports of plans to charge ships for passing through the Red Sea, stating that passage through the waterway remains free. The Houthi-run Humanitarian Operations Coord
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Trump: Iran's Missile Capability Weakened, Production 'Almost Completely Disappeared'
Former U.S. President Donald Trump stated that Iran's missile capability has weakened significantly, with the country possessing "far fewer" missiles than four to five months ago. Trump added that Ira
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Iran Names South Korea-Built UAE Nuclear Plant as Potential Target
Iran has included the Barakah nuclear power plant in Abu Dhabi, which is South Korea’s first overseas nuclear project, in a list of potential targets.
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BCA Research has turned bullish on gold, believing the recent sell-off is nearing its end
BCA Research, a macroeconomic research firm, says now is the time to buy gold, noting that the recent sell-off in gold is nearing its end as resistance caused by rising real yields is subsiding. The f
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US Strategic Petroleum Reserve Won’t Be Tapped to Ease Prices in War’s New Phase
The U.S. Strategic Petroleum Reserve will not be tapped to ease rising fuel prices, despite the ongoing "war's new phase" in the Hormuz crisis.
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Iran claims to have attacked U.S. military targets in Kuwait in retaliation for previous U.S. airstrikes against Iran
The Iranian military announced Friday that it had used drones to strike U.S. military facilities at the Ahmed Jaber Air Base in Kuwait, targeting hangars and satellite communication systems. Iran said
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Iran's IRGC stopped two tankers in Strait of Hormuz, Fars reports
Iran's Fars news agency reported that the Islamic Revolutionary Guard Corps (IRGC) stopped two tankers from passing through the Strait of Hormuz. Following this, four other tankers reportedly changed
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Six Saudi Oil Tankers Divert from Red Sea, Opting for Longer Africa Route Due to Houthi Threats
Six Saudi oil tankers are diverting from the Red Sea's critical Bab el-Mandeb chokepoint, embarking on an unusual, longer journey around Africa. This rerouting is a direct response to persistent threa
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Israeli Forces Strike Hezbollah Tunnel Network in Southern Lebanon
Israeli forces struck towns near Beaufort Castle in southern Lebanon, stating they used 700 tonnes of explosives to destroy parts of a Hezbollah tunnel network. This action follows Israel's agreement
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Oil Prices Poised for Largest Monthly Gain Since March Amid US-Iran War Escalation
Oil prices are on track for their largest monthly gain since March, following a volatile week. This surge is attributed to the escalation of the US-Iran war.
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Former US Congresswoman Jane Harman Says US-Iran War Makes Every Middle East Country a Target
Former U.S. Congresswoman Jane Harman stated that the ongoing U.S. war in Iran has rendered every country in the Middle East a potential target. She emphasized that this includes nations not yet direc
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Bitcoin Back to $70,000: Amid Macroeconomic Pressures and Geopolitical Turmoil, What Is Supporting the Price?
After the price of Bitcoin once again surpassed $70,000 in March 2026, it has recently (July 2026) pulled back amid macroeconomic headwinds and geopolitical uncertainty, fluctuating around $64,000.Although the U.S. spot Bitcoin ETF attracted significant institutional capital following its approval in early 2024, there have also been recent outflows. This article will conduct an in-depth analysis of current external pressures—including inflation, high interest rates, and geopolitical conflicts—and explore key supporting factors such as institutional investors, long-term holders, and the halving effect at Bitcoin, while examining the perspectives of both bulls and bears.
Geopolitics
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Sanctioned Russian Ship "Mikhail Britnev" Reportedly Delivered Military Vehicles to Mali, Defying US Sanctions
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Wall Street analysts are bullish on natural gas producer Expand Energy, SM Energy, and oilfield services provider SLB, citing strong Q2 results and growth prospects
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