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Geopolitics
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Svmuu Morning Brief
1. Iran’s Islamic Revolutionary Guard Corps says it may take tougher measures against ships in the Strait of Hormuz; 2. Fidelity: The number of publicly traded companies holding more than 1,000 Bitcoi
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Iran's Islamic Revolutionary Guard Corps says it may take tougher measures against ships in the Strait of Hormuz
Svmuu News: Iran’s Islamic Revolutionary Guard Corps (IRGC) stated that any violation of the ceasefire agreement constitutes a breach of the Islamabad Agreement and will result in the complete suspens
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Donald Trump: If the U.S. carries out its operation by military means, the Islamic Republic of Iran will cease to exist
Svmuu News: On June 27 local time, U.S. President Donald Trump posted a message stating that U.S. warplanes had just struck Iranian missile and drone storage facilities as well as coastal radar sites,
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U.S. Central Command: Strikes Carried Out Again Against Multiple Targets in Iran
Svmuu News: U.S. Central Command stated that on June 27, under the command of the Commander-in-Chief, U.S. Central Command forces carried out additional strikes against multiple targets in Iran. This
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Anthropic's Limited Spillover Effect Becomes Apparent: Asian AI Companies Simultaneously Launch Models on Par with Cutting-Edge Ones
Svmuu News: As Anthropic faces export restrictions that limit the global availability of its advanced models, several Asian AI companies are accelerating efforts to fill the market gap. Chinese cybers
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U.S. Secretary of State: The U.S. is currently preparing for Donald Trump a visit to India in early 2027
Svmuu News: U.S. Secretary of State Rubio stated that the U.S. is currently preparing for the U.S. President’s Donald Trump visit to India in early 2027.
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Israeli Media: The Israeli military will reduce its troop presence in southern Lebanon and withdraw several combat brigades
Svmuu News: According to the Israeli Army Radio, the Israeli military will reduce its troop presence in southern Lebanon and withdraw several combat brigades. (Jin Shi)
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Svmuu Noon News
1. 21Shares sold $1.8 million worth of HYPE in a single day, accounting for nearly 3% of its ETF assets under management; 2. The Bitcoin spot ETF saw total net outflows of $445 million yesterday, mark
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NBC: The Pentagon Delayed Announcing the Strike on Iran Until After the Market Closed
Svmuu News: NBC reported that the Pentagon delayed the public announcement of the U.S. attack on Iran until after financial markets had closed. According to the report, the timing of this move was int
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Apple is lobbying the government to obtain approval to purchase memory chips from Changxin Memory Technologies.
Svmuu News: Apple is lobbying the U.S. government Donald Trump to obtain approval to purchase memory chips from the Chinese chipmaker Changxin Memory Technologies. Due to a combination of factors driv
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Vance: If Iran resorts to violence, it will face a military response
Svmuu News: After the U.S. military launched airstrikes against Iran on the 26th, U.S. Vice President Vance stated that same day that if Iran resorted to violence, it would inevitably face a military
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U.S. Central Command: U.S. Forces Strike Iranian Missile and Drone Storage Facilities and Coastal Radar Stations
Svmuu News: U.S. Central Command stated that on June 26, U.S. forces carried out strikes against Iran in response to the previous day’s attack on a merchant ship passing through the Strait of Hormuz.
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U.S. Official: Despite Donald Trump's claim that Iran violated the ceasefire agreement, U.S.-Iran negotiations are expected to continue
Svmuu News: According to NewsNation, a U.S. official stated that although Donald Trump reported that Iran had violated the ceasefire agreement, negotiations between the U.S. and Iran are expected to c
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Israel and Lebanon are expected to announce a framework agreement today
Svmuu News: According to AXIOS, Israeli and Lebanese officials say they expect the two governments to announce a framework agreement today. (Jin Shi)
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Donald Trump: Iranian drones attacked ships passing through the Strait of Hormuz, violating the ceasefire agreement
Svmuu News: U.S. President Donald Trump stated that Iran launched at least four one-way attack drones at ships passing through the Strait of Hormuz. This is a foolish violation of our ceasefire agreem
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Federal Reserve Kashkari: In last week’s dot plot projections, nearly half of the officials expected at least one more rate hike this year
Svmuu News Federal Reserve Official Kashkari stated, “I am concerned about inflation; this is not just related to the situation in the Middle East, but is a manifestation of broader inflationary press
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Oman: Ships Passing Through the Strait of Hormuz May Be Required to Pay a Fee
Svmuu News: According to sources familiar with the matter, Oman has informed European officials that the Strait of Hormuz cannot return to its pre-conflict state, and that vessels transiting the strai
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The next round of U.S.-Iran talks will take place on June 28 and 29
Svmuu News: According to AlArabiya, the next round of U.S.-Iran talks will take place on June 28 and 29. (Jin Shi)
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The United States and Iran have established a communication channel in the Strait of Hormuz
Svmuu News: According to Iran's Press TV, the United States and Iran have established a communication channel in the Strait of Hormuz. (Jin Shi)
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Iranian Deputy Foreign Minister: Safe Navigation Through the Strait of Hormuz Must Be Coordinated with Iran
Svmuu News: Iranian Deputy Foreign Minister Gharibabadi posted on social media on the 26th (local time), stating that decisions made without clear arrangements, through parallel channels, or without t
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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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According to Israel Hayom: The US and Iran are considering exchanging the unfreezing of $8 billion in funds for the reopening of the Strait of Hormuz.
According to Israel Hayom, the U.S. and Iran are considering an $8.0 billion agreement to reopen the Strait of Hormuz. U.S. President Donald Trump is expected to meet with the Prime of Qatar on Monday
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Turkish President Recep Tayyip Erdogan urged diplomatic efforts to avoid a new wave of strikes against Iran.
Turkish President Recep Tayyip Erdogan urged diplomatic efforts to avert a new round of strikes against Iran. Erdogan stated that he does not wish to see a new wave of attacks on Iran, noting that he
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Iranian President Masoud Pezeshkian: Supreme Leader orders end to "neither war nor peace" state with the United States
Iranian President Masoud Pezeshkian: Supreme Leader orders end to "neither war nor peace" state with the United States
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Ukrainian military claims to have struck Russian fuel and missile producer near St. Petersburg
Ukrainian military claims to have struck Russian fuel and missile producer near St. Petersburg
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Iran tightens domestic security controls to prevent anti-government activities amid U.S. military strike threats
Iran tightens domestic security controls to prevent anti-government activities amid U.S. military strike threats
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Russia's second-largest Kirishi oil refinery struck by Ukrainian drone, catches fire; overnight Russia-Ukraine airstrikes leave 1 dead
Russia's second-largest Kirishi oil refinery struck by Ukrainian drone, catches fire; overnight Russia-Ukraine airstrikes leave 1 dead
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US "Iron Gate" Task Force to expand blockade on Iran, covering land borders and the Caspian Sea
US "Iron Gate" Task Force to expand blockade on Iran, covering land borders and the Caspian Sea
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Iran has submitted a two-day ceasefire proposal to the US via Qatar and is awaiting Washington's assessment.
Iran has submitted a two-day ceasefire proposal to the U.S. through Qatar and is currently awaiting Washington's evaluation. Iranian Foreign Minister Abbas Araghchi previously stated that the plan is
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Senior Qatari Official Confirms US-Iran Mediation Talks Ongoing, Denies Israeli Media Reports on Specific Terms
A senior Qatari official confirmed that US-Iran mediation talks are still ongoing, denying reports by Israeli media regarding specific terms. According to Al Jazeera live updates, the official stated
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Iranian Foreign Minister Abbas Araghchi stated that they are awaiting the shift in the U.S. position following the "shock" of the U.S. presidential election to decide whether to resume negotiations.
Iranian Foreign Minister Abbas Araghchi stated that there is currently no progress in negotiations with the United States, and Iran is waiting to see whether Washington's stance will shift following t
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Iran says the "low-intensity war" waged by the US and Israel has never stopped
Iran stated that the "low-intensity war" waged by the US and Israel has never stopped, noting that attacks targeting Qeshm Island and targets in the Strait of Hormuz occur almost every night, and that
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Iranian Foreign Ministry: The US previously accepted the fundamental requirements outlined in the Islamabad Memorandum of Understanding.
Iranian Foreign Ministry Spokesperson Esmaeil Baghaei stated that Iran's demands for ending the conflict are "fundamental and legitimate." He pointed out that the U.S. had previously accepted demands
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Iran's Ministry of Foreign Affairs warns the US against launching a new round of strikes on Iran.
The Iranian Ministry of Foreign Affairs has warned the United States against launching a new round of strikes on Iran. During a press conference, Iranian Foreign Ministry Spokesperson Esmaeil Baghaei
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Iranian Foreign Ministry Spokesperson Esmail Baghaei stated that officials from the International Atomic Energy Agency (IAEA) recently inspected the Bushehr Nuclear Power Plant.
Iranian Foreign Ministry Spokesperson Esmaeil Baghaei stated that Iran has not suspended its nuclear commitments, but attacks by the United States and Israel on its facilities have hindered the normal
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Zhai Jun, China's Special Envoy on Middle East Affairs, visited Iran and met with Ali Bagheri Kani, Deputy Secretary of Iran's Supreme National Security Council.
Zhai Jun, China's Special Envoy on the Middle East Issue, visited Iran and met with Ali Bagheri Kani, Deputy Secretary of Iran's Supreme National Security Council. The Chinese Ministry of Foreign Affa
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The U.S. has once again launched strikes against Iran's Qeshm Island, and Donald Trump has confirmed the operation.
The U.S. has once again launched strikes against Iran's Qeshm Island, and Donald Trump has confirmed the operation.
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Oil prices stabilize as Donald Trump downplays new strikes on Iran, Brent crude currently trades at $98.35 per barrel
Oil prices stabilized after Donald Trump played down the prospect of new strikes against Iran. Brent crude currently trades at $98.35 a barrel, while U.S. WTI crude rose 0.5% to $91.30 a barrel. Previ
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Saudi Civil Defense issues and lifts alert over potential hazard in Riyadh following Houthi attack on Saudi Aramco building
Saudi Civil Defense issues and lifts alert over potential hazard in Riyadh following Houthi attack on Saudi Aramco building
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Financial Times: Russian military and military bloggers use deepfake videos to claim battlefield success
Financial Times: Russian military and military bloggers use deepfake videos to claim battlefield success
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Estonia Accuses Russia of State-Sponsored Terrorism via Hybrid Attacks
Estonia has accused Russia of state-sponsored terrorism through hybrid attacks, following investigations by European nations into the mastermind behind last week's cyberattacks targeting supermarket r
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Former US Secretary of State Pompeo downplays Trump's decision to cut military aid to Israel
Former U.S. Secretary of State Mike Pompeo played down the Trump administration's decision to cut $4 billion in military aid to Israel, stating that the deep relationship between the U.S. and Israel w
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IRGC states that oil smuggling in the Strait of Hormuz has "completely ceased"
An Islamic Revolutionary Guard Corps (IRGC) official told Iran's state broadcaster IRIB that after destroying enemy navigation aids on rocks in the southern Strait of Hormuz, no violating vessels were
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Iranian Foreign Minister Abbas Araghchi: Americans are growing weary of Israel dragging them into an endless war
Iranian Foreign Minister Abbas Araghchi: Americans are growing weary of Israel dragging them into an endless war
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Iranian Foreign Minister Abbas Araghchi urged the United States to accept the proposal to reopen the Strait of Hormuz for two days.
Iranian Foreign Minister Abbas Araghchi urged the United States to accept Tehran's proposal to reopen the Strait of Hormuz within two days, warning that any new attacks would spell "dire consequences.
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Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
Geopolitical crises are the ultimate litmus test for asset attributes. Looking back at events such as the Russia-Ukraine conflict in 2022 and the escalation of US-Iran tensions in 2026, Bitcoin's (BTC) performance exhibits a recurring pattern: during the initial outbreak of a crisis, market panic and liquidity squeezes often trigger "flash crashes," with intraday drops reaching 8%–10%. However, once sentiment is released, prices tend to stage a rapid "V-shaped recovery," regaining lost ground or even hitting new highs within days or weeks. This short-term high volatility makes it behave more like a risk asset, while its long-term "digital gold" narrative of resisting inflation and decentralization—coupled with institutional capital inflows that frequently follow crises—endows it with certain hedging characteristics. This article reviews key historical case studies to explore Bitcoin's dual identity in turbulent environments.
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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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1
ETH (Ethereum) trading volume reached $173 million over the past hour (11.3 times the 7-day average for the same time slot), currently trading at $2,127.38
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ETH (Ethereum) experienced a short-term sharp decline of 4.49% within 5 minutes, currently trading at $2,112.20.
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ETH cross-exchange spread hits 1.1%
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SOL (Solana) trading volume reached $33.93 million over the past hour (8.2 times the average for the same period over the past 7 days), currently priced at $85.970.
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5
ETH Cross-Exchange Spread Reaches 1.47%
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Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
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DNT Issue Price at 0.1 Yuan? Current Status and Risks of district0x
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8
Current Status and Long-Term Investment Value Analysis of TajCoin (TAJ)
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How to Trade KRX Tokens? Current Listed Exchanges and Risk Warnings
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What is TBX? Current Status of Tokenbox Tokens and Trading Channels
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