Geopolitics
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Over the past three days, the U.S. has escorted only 70 merchant ships through the Strait of Hormuz, down from the pre-conflict daily average of 138.
Svmuu News: Data released on the 5th by the U.S.-led Combined Maritime Information Center shows that during the 72-hour period from July 2 to July 4, a total of 70 merchant ships passed through the St
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Putin briefed Donald Trump on the situation on the battlefield, while Donald Trump said he would continue to mediate the Russia-Ukraine conflict
Svmuu News: Russian Presidential Aide Ushakov stated that Putin briefed Donald Trump on the actual situation on the battlefield, noting that the Russian Armed Forces are steadily advancing along the e
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The U.S.-Iran peace agreement has unleashed a large volume of crude oil supply, reigniting concerns about a global supply glut
Svmuu News: As a peace agreement between the U.S. and Iran unleashed a massive surge in supply, oil prices fell across the board. With demand unable to absorb the excess, the market is once again disc
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Negotiations between the United States and Iran will take place in Pakistan on July 11
Svmuu News: According to Saudi media outlets Hadath and Al-Arabiya TV, negotiations between the United States and Iran will take place in Pakistan on July 11. (Jin Shi)
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U.S. Media Reveals Inside Story of U.S.-Iran Ceasefire Agreement: Iranian President and Central Bank Governor Jointly Urged Supreme Leader to “Sign It Immediately”
Svmuu News: According to four officials familiar with the details of the meeting, Iranian President Pezeshizyan visited Iran’s Supreme Leader Mojtaba Khamenei during the final stages of negotiations,
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Iran Warns Foreign Countries Not to Create a Crisis in the Strait of Hormuz
Svmuu News: British Prime Minister Starmer and French President Macron issued a joint statement on the 3rd, stating that the two countries will cooperate with Oman to ensure the safety of shipping in
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Donald Trump: Iran is very eager to reach an agreement
Svmuu News: U.S. President Donald Trump said that Iran is very eager to reach an agreement; Iran was given a week off due to Khamenei’s funeral.
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A 21-year-old U.S. citizen has been charged in Israel with spying for Iran and accepting cryptocurrency
Svmuu News: Eli Lavon, an American citizen studying at an ultra-Orthodox seminary in Jerusalem, has been indicted by Israel on espionage-related charges. According to the indictment, Eli Lavon faces t
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Iranian Parliament Speaker: The Strait of Hormuz Should Be Jointly Administered by Iran and Oman
Svmuu News: Kalibaf, Speaker of the Islamic Parliament of Iran, stated today that the Strait of Hormuz should be jointly managed by Iran and Oman. Kalibaf made these remarks during a meeting with Haib
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Citi: As the crisis in the Strait of Hormuz subsides, oil prices could fall to $60 per barrel
Svmuu News: Citigroup stated that as disruptions in the Strait of Hormuz gradually ease, Brent crude prices could fall to $60 per barrel by the end of the year, further fueling pessimism about the glo
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U.S. Permanent Representative to the United Nations: Iran Is Attempting to Impose Illegal Fees in the Strait of Hormuz
Svmuu News: U.S. Permanent Representative to the United Nations: Iran is attempting to impose illegal fees in the Strait of Hormuz. The Strait of Hormuz must remain open to all nations. We will not al
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U.S. Senator Warren sent a letter to Federal Reserve Board Member Waller, calling for a halt to the push for regional Fed reform proposals
Svmuu News: U.S. Senator Elizabeth Warren has called on Federal Reserve Board Member Christopher Waller to halt his efforts to reform Federal Reserve the operational structure of the 12 regional branc
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Major European countries believe that imposing tolls on the Strait of Hormuz is now inevitable
Svmuu News: Market Report: Major European countries currently believe that the imposition of tolls in the Strait of Hormuz is now inevitable. (Jin Shi)
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Iranian Armed Forces: U.S. Interference in the Strait of Hormuz Will Be Met with a Response
Svmuu News: According to a report by the Islamic Republic of Iran Broadcasting on the 2nd, the Central Command of the Iranian Armed Forces’ Hatam al-Ambiya issued a statement that day saying that the
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Sources: The next round of U.S.-Iran talks will take place on July 18
Svmuu News: Sources say the next round of U.S.-Iran talks will take place on July 18.
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The U.S. has warned Iran that any change to the status quo in the Strait of Hormuz will be considered a violation of the agreement.
Svmuu News: According to Al Arabiya TV, citing sources, the United States has informed Iran that it rejects any action that alters the current status quo in the Strait of Hormuz. The sources added tha
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Energy Prices Fall, Swiss Inflation Rate Drops Slightly
Svmuu News: Switzerland’s inflation rate fell slightly in June, marking the first decline since prices surged due to rising energy costs following the outbreak of the war in Iran. The Swiss Federal St
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Pakistan Expects Next Round of U.S.-Iran Talks to Take Place After Khamenei's Funeral
Svmuu News: The Pakistani Ministry of Foreign Affairs issued a statement on July 2 stating that, as a mediator, Qatar held separate talks with U.S. and Iranian negotiators in Doha alongside Pakistan,
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White House Spokesperson: We Have Paved the Way for Iran's Denuclearization
Svmuu News: White House Spokesperson: “We have paved the way for Iran’s denuclearization.” (Jin Shi)
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Donald Trump: Iran Negotiations Are Progressing Smoothly
Svmuu News: U.S. President Donald Trump: Negotiations with Iran are progressing smoothly. Iran’s denuclearization is progressing smoothly. (Jin Shi)
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Negotiators in Doha have reached a preliminary agreement to release $3 billion in funds to Iran
Svmuu News: According to Israel’s Channel 12, citing Saudi media reports, the negotiating parties in Doha have reached a preliminary agreement to release $3 billion in funds to Iran. (Jin Shi)
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Iranian Parliament Speaker Says It's Best to Prepare for War While Negotiating
Svmuu News: On June 30, local time, Iran’s chief negotiator and Speaker of Parliament Kalibaf stated in an interview that Iran is determined to uphold the memorandum of understanding, but if the U.S.
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Iranian sources say Iran insists on retaining control over the Strait of Hormuz
Svmuu News: According to two high-ranking Iranian sources, Iran is determined to secure international recognition of its control over the Strait of Hormuz and its right to levy fees on ships entering
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Senior Iranian Official: Iran and the U.S. Hold Indirect Talks in Qatar, Focusing on the Unfreezing of Iranian Funds and the Strait of Hormuz Issue
Svmuu News: A senior Iranian official stated that indirect talks between Tehran and Washington began Tuesday evening local time in Doha; the talks focused on the unfreezing of Iranian funds and issues
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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
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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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