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Geopolitics
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Federal Reserve: No action is expected this year; the firm maintains its forecast of an average gold price of $4,600 for the year.
Svmuu News: BMI Commodities Research, a research arm of Fitch, remains bullish on gold and has maintained its forecast of an average gold price of $4,600 per ounce for 2026. The firm also believes tha
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Shipping traffic through the Strait of Hormuz has recovered to nearly 60 percent of its pre-war level
Svmuu News: S&P Global Energy reported on the 25th that a total of 78 vessels transited the Strait of Hormuz on the 24th, setting a record for the highest single-day transit volume since the outbreak
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Iran estimates that the Strait of Hormuz could generate $40 billion in revenue annually
Svmuu News: Iran has proposed charging tolls to its Gulf neighbors for passage through the Strait of Hormuz. Iran estimates that the Strait of Hormuz could generate $40 billion in revenue annually. (W
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Financial markets are betting on an interest rate hike as early as September, followed by a possible second hike
Svmuu News: Driven by rising energy prices resulting from the conflict in the Middle East, U.S. inflation continued to climb in May, with the annual PCE inflation rate surpassing the 4% threshold for
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U.S. Secretary of State: Israel and Lebanon Are Close to Reaching a Preliminary Agreement
Svmuu News: U.S. Secretary of State Rubio stated that Israel and Lebanon are close to reaching a preliminary agreement, but if Iran uses the funds to support its proxies, the deal will be null and voi
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Rubio Says the U.S. Will Not Reach an Agreement with Iran at Any Cost
Svmuu News: U.S. Secretary of State Rubio said on the 25th in Manama, the capital of Bahrain, that the United States hopes to reach an agreement with Iran, but will not do so at any cost. Rubio made t
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Polymarket has added a new question: “What provisions will the U.S.-Iran diplomatic agreement, to be reached by December 31, 2026, include?”
According to monitoring by the Svmuu Seer Prophet Channel, Polymarket has added a new prediction event titled “What provisions will be included in a U.S.-Iran diplomatic agreement by December 31, 2026
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Iran's Revolutionary Guard warns: Ships using the Strait of Hormuz without Tehran's approval will be targeted
Svmuu News: On Wednesday, Iran’s Islamic Revolutionary Guard Corps issued a stern warning to the international shipping community, stating that any new shipping routes through the Strait of Hormuz est
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Rubio reiterated that Iran cannot charge fees for transit through the Strait of Hormuz
Svmuu News: According to Al Jazeera, U.S. Secretary of State Rubio stated, “The entire world will oppose any mechanism that imposes fees on international waterways.” “It’s that simple. The president h
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As expectations of a supply glut emerge, the near-month spread for Brent crude has shifted to a futures premium for the first time since February
Svmuu News: With the reopening of the Strait of Hormuz following the U.S.-Iran agreement, oil supplies in the Middle East have increased, causing the Brent crude near-month spread to shift to a future
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Iranian Parliament Speaker: The Signing of the Memorandum of Understanding Between Iran and the U.S. Signals “America’s Defeat”
Svmuu News: Kalibaf, Speaker of the Islamic Consultative Assembly of Iran, stated on the 24th that the signing of a memorandum of understanding between Iran and the United States signifies the U.S.’s
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Donald Trump: Iran has informed the United States that it does not charge tolls in the Strait of Hormuz
Svmuu News: U.S. President Donald Trump: Iran has informed the United States that it is not charging tolls in the Strait of Hormuz. (Jin Shi)
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QCP: Market Risk Shifts from News-Driven to Execution Risk Phase
Svmuu News: QCP Capital’s latest weekly macro report indicates that global market risks are shifting from easing geopolitical tensions to more complex execution risks. Although the U.S. and Iran have
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Iranian Deputy Foreign Minister: The issue of access to the attacked nuclear facilities and nuclear materials will be “fully considered and resolved within the framework of the final agreement reached with the United States”
Svmuu News: Iran’s Deputy Foreign Minister: The issue of access to the attacked nuclear facilities and nuclear materials will be “fully considered and resolved within the framework of the final agreem
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Gulf nations are negotiating a new security agreement with Iran
Svmuu News: According to the FT, Qatar’s prime minister said that Gulf nations are negotiating a new security agreement with Iran and moving away from the U.S. security umbrella.
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U.S. media reports that Iran is studying *The Art of the Deal* to decipher the negotiation strategies outlined at Donald Trump
Svmuu News: According to a report by The Wall Street Journal on the 23rd (local time), Iranian diplomats said that, given Donald Trump’s unconventional approach, they have been studying *The Art of th
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Donald Trump: Iran Is on the Verge of Collapse and, for the First Time in Decades, Feels Deep Awe Toward the United States
Svmuu News Donald Trump posted on Truth Social that Iran is currently “on the brink of collapse” and claimed that it is “willing to give the U.S. almost anything.”Donald Trump He noted that this is th
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Senate Democrats Call for a Hearing on the Donald Trump Family’s Cryptocurrency Project and Its Ties to the Abu Dhabi Royal Family
Svmuu News: U.S. Senate Democrats have sent a letter to Republican leadership demanding an immediate hearing on the potential ties between the Donald Trump family’s crypto project, World Liberty Finan
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Bitcoin The price fell below $63,000, possibly due to continuous outflows from ETFs and the expiration of $10.6 billion in options weighing on the market
Svmuu News Bitcoin On Tuesday, the price fell further toward the $62,000 level, continuing its weak consolidation amid outflows from spot ETFs for the sixth consecutive week, hawkish shifts in macro i
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Iranian President: The Outcome of Negotiations with the U.S. Depends on Commitment to and Implementation of Agreed-Upon Obligations
Svmuu News: Iranian President Pezeshizyan posted on social media on the 23rd, stating that the outcome of negotiations between Iran and the United States “depends on a comprehensive commitment to and
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Lifting of U.S.-Iran Oil Sanctions Exacerbates Crude Oil Volatility; Bitget’s BZ Futures Open Interest Accounts for 17% of the Global Total, Ranking Second Worldwide
Svmuu News: Following the U.S. announcement of a provisional agreement with Iran and the lifting of oil sanctions for a period of 60 days, volatility in the international crude oil market has intensif
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QCP: Market Sentiment Improves After Strategy Increases Its BTC Holdings; Crypto Market Continues to Trade Within a Range
Svmuu News: QCP Capital released a market analysis stating that Bitcoin has reclaimed the $65,000 level, driven primarily by Strategy’s purchase of 520 BTC and an increase in its cash reserves by $300
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Donald Trump Claims that Iran Will Agree to Weapons Inspections
Svmuu News: U.S. President Donald Trump posted on social media on the 22nd, stating that all parties are fully aware that Iran will agree to extensive nuclear inspections to ensure its “nuclear integr
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Iranian Parliament Speaker: The Strait of Hormuz Will Be Managed According to a Mechanism Established by Iran
Svmuu News: On the 22nd local time, Kalibaf, head of the Iranian negotiating delegation and Speaker of the Iranian Parliament, stated that the management of the Strait of Hormuz will never return to i
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Trump administration reportedly preparing sweeping sanctions against International Criminal Court, threatening to disrupt its finances and operations
The measures, which could be announced soon, would prohibit most transactions with the ICC after a six to seven-month grace period, barring US citizens and companies from providing money, goods, or se
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U.S. retail diesel prices have surpassed $6.50 per gallon for the first time, as the war exacerbates global fuel supply tightness.
U.S. retail diesel prices have surpassed $6.50 per gallon for the first time, extending a war-driven rally that is having ripple effects across the economy.
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France to summon Iran envoy and take 'appropriate measures' after Tehran closed French language centre, accusing it of 'illegal acts'
The French Foreign Ministry announced it would summon Iran's ambassador in Paris at the request of Foreign Minister Jean-Noel Barrot, following Iran's closure of a French-language centre linked to its
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Qatar PM on Sunday described US-Israel war on Iran fallout as an 'earthquake' with global shockwaves, also announcing a $38bn domestic infrastructure investment shift
Speaking at a UN General Assembly-adjacent event in New York, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani warned against "cycles of escalation" and called for a framework where sovereignty is
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UN General Assembly convenes in New York, with Germany's Merz absent and China's Xi heading directly to the White House
World leaders are gathering in New York for the General Assembly. Notably, Germany's Merz is not attending, while China's Xi Jinping is bypassing the assembly to go straight to the White House for dir
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Iran warns of potential new attacks by the US, threatening continued retaliation.
Iran stated it has obtained intelligence indicating the U.S. and its allies are preparing a major new attack, Reuters reported. Tehran's military command warned that any strike would trigger sustained
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Qatar Airways CEO Says Iran War Was Its ‘Largest Crisis’ Ever
Qatar Airways CEO Hamad Al-Khater stated that the ongoing conflict in Iran has proven to be the biggest test for the airline in its more than 30 years of operation, and the company has taken measures
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The U.S. State Department urges citizens to reconsider travel to the Middle East, and the Iranian Parliament Speaker reiterates that the Strait of Hormuz will remain closed.
The U.S. State Department issued a warning Saturday night, urging American citizens to reconsider travel to the Middle East, citing the potential for rapid escalation of the conflict with Iran. This f
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Israeli forces kill Palestinian near Jenin in occupied West Bank; Israeli settler dies in separate shooting
Israeli forces kill Palestinian near Jenin in occupied West Bank; Israeli settler dies in separate shooting
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Gaza children return to school in tents after nearly three years of disruption, with 98% of buildings damaged
The new school year began on September 19, seeing approximately 541,000 students return to education in Gaza. This follows nearly three years of disruption caused by the war that started in October 20
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Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
On September 19, Yemen's Houthi rebels launched a new round of missile and drone attacks targeting "sensitive sites" in the Saudi capital Riyadh and Saudi Aramco facilities in Yanbu. U.S. embassies in
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Foreign envoys in Taiwan warn China's maritime pressure challenges 'rules of game at sea'
Senior foreign diplomats from the European Union, U.K., and U.S. attending a resilience forum in Taipei on Sept. 19 warned that China's escalating maritime pressure against Taiwan is an attempt to red
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The Strait of Hormuz cargo trade has vanished, forcing businesses to find alternative routes
The Strait of Hormuz, once a transit hub for goods ranging from helium to corn, has seen its cargo trade disappear, prompting businesses to seek alternative shipping routes.
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Israeli Settlement Economy Prepares for European Sanctions
The Financial Times reported that punitive measures imposed by the UK, France, and other European countries on businesses operating in the occupied Palestinian territories could have a profound impact
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Russia's new air campaign aims to cripple Ukraine's economy, hitting key infrastructure and costing Kyiv over $1.5 billion in tax revenue
Russia's new air campaign aims to cripple Ukraine's economy, hitting key infrastructure and costing Kyiv over $1.5 billion in tax revenue
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Ed Sheeran calls Gaza situation 'catastrophic,' 'unjustifiable,' and 'disproportionate' as US tour resumes
The British pop star made his first public comments on the controversy surrounding his North America Loop Tour, which resumed Saturday night in Philadelphia. His remarks follow criticism after opening
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Turkish Foreign Minister: Turkey supports Saudi Arabia's security and is prepared to provide military assistance amid escalating Houthi attacks.
Turkish Foreign Minister Hakan Fidan said on Friday that Saudi Arabia may have unmet military needs amid Houthi attacks in Yemen, and Turkey would consider how to support Saudi Arabia as part of a tri
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The Saudi-led coalition announced it intercepted a ballistic missile fired by Houthi rebels towards Riyadh, while the Houthis claimed responsibility for attacking sensitive sites in Riyadh and Aramco facilities in Yanbu.
The Saudi-led coalition announced that Iranian-backed Houthi rebels launched a ballistic missile towards the Saudi capital, Riyadh, at dawn on Saturday, but it was successfully intercepted and destroy
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Gaza's IT industry operates at less than 25% of pre-war levels, with 30,000 professionals losing jobs and equipment prices surging over 600%
Al Jazeera reported that Gaza's IT industry has been devastated by the ongoing conflict, with over 70% of companies partially or completely halting operations. Direct losses to the education sector ar
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Turkish Foreign Minister: We have sent an offer to Ukraine and Russia to end fighting in the Black Sea, awaiting their responses
Turkish Foreign Minister: We have sent an offer to Ukraine and Russia to end fighting in the Black Sea, awaiting their responses
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Nick Timiraos reposted VKMacro's tweet: Japanese officials say failure to raise interest rates as demanded by the U.S. could escalate into a diplomatic issue.
Nick Timiraos reposted VKMacro's tweet: Japanese officials say failure to raise interest rates as demanded by the U.S. could escalate into a diplomatic issue.
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Russia Reports "Powerful" Cyberattack on Second Day of Parliamentary Elections
Russian authorities reported attacks on the country's voting systems and communication lines on the second day of a three-day parliamentary election. Ella Pamfilova, chair of Russia's Central Election
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US Commander Says Strait of Hormuz Oil Shipments Hit Six-Month High, Citing Effective US Navy Escorts and Mine Clearance
Oil and liquefied natural gas shipments through the Strait of Hormuz reached a six-month high in the past two weeks, a U.S. regional commander said, indicating that U.S. Navy protection and mine clear
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Israeli strikes in Gaza kill 3 Palestinians, including the son of the Director-General of the Gaza Ministry of Health.
At least three Palestinians, including a child and Basir al-Bursh, the son of Gaza Health Ministry Director-General Munir al-Bursh, have been killed in Israeli attacks on the Gaza Strip, Al Jazeera re
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May 2026 Crypto Market Review: Bitcoin Fluctuates Around $77,000 Amid Continuous ETF Outflows and Geopolitical Impacts
In May 2026, the crypto market experienced a correction after the Bitcoin price surpassed $80,000, leading to a tug-of-war between bulls and bears around $77,000. US spot Bitcoin ETFs saw net outflows for several consecutive days, totaling over $1.5 billion, while Ethereum ETFs also faced capital pressure. The escalation of geopolitical conflict between the US and Iran was considered one of the main drivers of cautious market sentiment and capital outflows. Despite the complex macroeconomic environment, venture capital funding in the crypto space rebounded significantly in May, demonstrating the industry's internal resilience and development.
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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
24H Trending
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Musk reposted a tweet stating that OpenAI's AI agents are conducting "self-adventurous experiments" in a "safety sandbox," even pressuring each other for "permanent death" in exchange for collective benefit.
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Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
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OpenAI is in preliminary discussions with investors for a new private funding round, potentially valuing the company at over $1.2 trillion.
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NVIDIA VP: Vera Rubin Platform Achieves 30x Throughput Increase on Agentic AI Workloads
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Hong Kong to expand renminbi-denominated bond, gold and commodity markets, says Financial Secretary Paul Chan
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Global oil shipping costs have surged to historic highs, with supertankers earning over $1.2 million per day. A South Korean shipping magnate is making a massive bet, investing $7 billion, and is set to profit handsomely.
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NVIDIA VP: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
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Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
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Musk reposted a SpaceX tweet, confirming the deployment of 27 Starlink satellites.
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Ed Sheeran calls Gaza situation 'catastrophic,' 'unjustifiable,' and 'disproportionate' as US tour resumes
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