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Geopolitics
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Gunfire and explosions heard in several areas of Niger's capital Niamey
Sustained gunfire and explosions rang out across several areas of Niger’s capital, Niamey, early on Saturday, according to witnesses. Shots were heard around the city’s Diori Hamani International Airp
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Iran's President Pezeshkian: Iran Sold About 90 Million Barrels of Oil During Interim Deal Implementation
Iran's President Pezeshkian: Iran Sold About 90 Million Barrels of Oil During Interim Deal Implementation
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Western officials say Russia wants to avoid direct war with NATO but will continue 'hybrid activity' against members
Western officials believe Russia is ramping up hostile rhetoric but aims to avoid direct military confrontation with NATO. However, Moscow is expected to continue "hybrid activity" such as cyber-attac
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The Donald Trump administration is negotiating with Venezuela to secure unprecedented leases for several of the country's oil fields for up to 100 years.
Bloomberg reported, citing sources, that the negotiations aim to secure long-term mining rights in Venezuela to expand U.S. oil supply channels. This move is in response to the war in Iran and the blo
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Israeli strikes on the Gaza Strip killed at least 5 Palestinians, including 3 members of one family.
Al Jazeera reported that an Israeli drone strike killed three members of the Abdeen family in northern Khan Younis, southern Gaza, early Friday. Another strike killed a Palestinian man in the Sabra ne
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Gulf Tanker Rates Near $650,000/Day as Iran War Disrupts Crude Shipments
Daily earnings for vessels shipping crude oil from Saudi Arabia to China reached a record $647,000 on Thursday, more than ten times the level of a year ago, according to data from the Baltic Exchange.
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Ukraine Says It Attacked Major Russian Oil Refinery in Yaroslavl
Ukraine stated it struck the oil refinery in Yaroslavl, one of Russia’s largest fuel-producing plants. This is the latest in a series of attacks that have sparked a new wave of gasoline shortages acro
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Asian spot LNG climbs above $23; Qatar extends force majeure on deliveries by another month amid Strait of Hormuz concerns
Asian spot liquefied natural gas prices advanced above $23, driven by ongoing concerns regarding the Strait of Hormuz. Qatar has extended its force majeure on LNG deliveries to European and Asian buye
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The conflict between the US and Iran has persisted for six months, with analysts believing the war has devolved into a war of attrition, slowing traffic in the Strait of Hormuz.
The conflict has lasted six months since the US and Israel launched attacks on Iran on February 28. Analysts generally believe that the war has evolved into a war of attrition, with the Iranian regime
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Iceland to hold referendum on EU membership talks on Saturday; Donald Trump's interest in Greenland adds geopolitical considerations to the vote.
Iceland will hold a national referendum on Saturday on "whether to resume accession talks with the European Union." The vote comes as US President Donald Trump renews his push to acquire Iceland's nei
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Chinese companies are rushing into the 3D-printed drone interceptor export sector, driven by demand from global conflicts.
Chinese companies are rushing into the 3D-printed drone interceptor export sector, driven by demand from global conflicts.
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RMB Exchange Rate Remains Calm Amidst US Sanction Threats Over Iran Issue
The RMB exchange rate was almost unaffected this week, despite continuous sanction threats from the United States due to China's relationship with Iran, which has strengthened some strategists' bullis
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Donald Trump threatens sanctions on Chinese banks after US-China officials meet in Beijing to discuss Xi's visit to the US
U.S. President Donald Trump said on Thursday that he might sanction Chinese banks involved in Iranian oil transactions. This follows a meeting between U.S. and Chinese officials in Beijing on Wednesda
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Former U.S. Ambassador to Ukraine John Herbst called Russia's attacks on Kyiv "pure terrorism, pure war crimes."
John Herbst, former US Ambassador to Ukraine and current member of the Atlantic Council's Eurasia Center, stated that Ukrainian attacks are weakening Russia's combat capabilities, but Russia "has no n
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A car explosion in St. Petersburg, Russia, killed a serviceman.
The Russian Investigative Committee stated that a Russian serviceman was killed and his wife injured in a car explosion in the Pushkinsky district of St. Petersburg. Local media outlet Fontanka report
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US rebukes Europeans over ‘sea of red’ military gaps, urges countries like UK to do more
The Pentagon policy chief stated that the US hopes to see more contributions from European nations, specifically mentioning the United Kingdom, to address military shortfalls.
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Trump: Putin will not attack NATO territory
Trump: Putin will not attack NATO territory
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China's policy toward Japan remains unchanged, CCP official Lu Kang says, unless Japan revises its position on Taiwan.
China's policy toward Japan remains unchanged, CCP official Lu Kang says, unless Japan revises its position on Taiwan.
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Iran's Top Security Official Rezaei Warns During Meeting With Qatari FM That Iran Would Strike U.S. Military And Economic Interests If U.S. Starts 'Mischief' Against Iran
Iran's Top Security Official Rezaei Warns During Meeting With Qatari FM That Iran Would Strike U.S. Military And Economic Interests If U.S. Starts 'Mischief' Against Iran
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Sweden will donate 10 Coast Guard vessels to Ukraine for water rescue and demining operations.
Sweden will donate 10 Coast Guard vessels to Ukraine for water rescue and demining operations.
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Chicago wheat futures surged to $7.55 per bushel, reaching a new high since July 2023, due to disruptions in Black Sea grain exports.
Chicago wheat futures closed at $7.55 per bushel on Thursday, up 0.9%, marking their highest closing price since July 2023 and poised for their largest monthly gain since Russia's full-scale invasion
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Weak Asian oil imports challenge US claims of surge in Hormuz transits
Data compiled by commodity analysts Kpler indicates Asia is expected to import 23.12 million barrels per day (bpd) of crude oil this month, slightly down from 23.36 million bpd in July. This contradic
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The U.S. is investigating Singapore's Apex Logistics for allegedly smuggling NVIDIA AI chips to China, in violation of export controls.
U.S. authorities are investigating Apex Logistics, a Singaporean subsidiary of Swiss shipping giant Kuehne+Nagel, on suspicion of aiding the smuggling of NVIDIA AI chips to China, in violation of U.S.
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Oil prices rise as traders weigh prospects of easing Middle East supply disruptions; Brent crude up 0.81% to $88.55, WTI up 0.34% to $82.51
Oil prices rose on Thursday, with Brent crude futures up 0.81% to $88.55 a barrel and West Texas Intermediate crude futures gaining 0.34% to $82.51. Traders are weighing signs of diplomatic progress i
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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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Donald Trump stated there is no reason to further escalate the war with Iran, noting that the Strait of Hormuz remains open.
Donald Trump stated there is no reason to further escalate the war with Iran, noting that the Strait of Hormuz remains open.
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Trump stated that the US military's "Iron Gate" Task Force has become operational and will expand the blockade of Iran on land and in the Caspian Sea
Donald Trump stated that the U.S. military's "Iron Gate" Task Force has become operational and will expand land and Caspian Sea blockades against Iran. U.S. Central Command stated that the 20-person u
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Bilateral tensions between Malaysia and Taiwan could threaten future chip investments
Bilateral tensions between Malaysia and Taiwan could threaten future chip investments. According to *Nikkei Asia*, Malaysian Prime Minister Anwar's remarks regarding the "One China" policy have drawn
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Senior Advisor to the Islamic Revolutionary Guard Corps: Iran is reverse-engineering captured US military equipment
Ali Balali, an adviser to the Aerospace Force of the Islamic Revolutionary Guard Corps (IRGC), stated that Iran is conducting reverse engineering on captured U.S. and hostile military equipment, and t
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Donald Trump will hold a closed-door meeting at the White House with the Prime of Qatar to discuss the Iran nuclear issue and conflict mediation.
Donald Trump will hold a closed-door meeting at the White House with the Prime of Qatar to discuss the Iran nuclear issue and conflict mediation.
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Donald Trump stated that he will meet with the leaders of China and Russia at the APEC summit next week to discuss ending the Iran war and denuclearization.
Donald Trump stated that he will meet with the leaders of China and Russia at the APEC summit next week to discuss ending the Iran war and denuclearization.
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US Secretary of State Rubio defends military action against Iran, stating that countering the "nuclear threat" is unpopular yet necessary
US Secretary of State Marco Rubio told reporters in Florida that he defended Donald Trump's decision to go to war with Iran, stating that the president recognized and addressed the real threat of a "n
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According to Al Jazeera on November 9, over 70% of the Kurdistan region in northern Iraq experienced power outages following a drone attack on the Khor Mor gas facility.
According to Al Jazeera on November 9, over 70% of the Kurdistan region in northern Iraq experienced power outages following a drone attack on the Khor Mor gas facility.
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IRGC: Three Oil Tankers Catch Fire in Strait of Hormuz Since Early Hours of Nov 8
According to a live broadcast by Al Jazeera on November 8, the Navy of the Islamic Revolutionary Guard Corps (IRGC) of Iran stated in a Telegram statement that day that since the early morning, three
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Yemeni government forces announced the launch of the "Dawn of Yemen" military operation across multiple locations, resulting in 267 Houthi casualties or withdrawals.
The Yemeni government forces announced the launch of the "Yemeni Dawn" military operation across multiple regions, resulting in 267 Houthi casualties or retreats. Colonel Majeed Al-Nazili, the militar
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According to Deltaone, Rubio stated that the negotiations have yielded no results, and the demands put forward by Iran are "completely unacceptable."
According to Deltaone, Rubio stated that the negotiations have yielded no results, and the demands put forward by Iran are "completely unacceptable."
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Drone attack hits Khor Mor gas field in Iraqi Kurdistan, slashing power generation by about 2.8 gigawatts
Omid Ahmed, a spokesperson for the Ministry of Electricity in the Kurdistan Regional Government of Iraq, stated that a drone attack on the Khor Mor gas field in Iraq has resulted in a reduction of nea
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Iranian state media reports that the U.S. military launched "projectiles" at Qeshm Island
Citing Al Jazeera and Iranian state media reports, the U.S. military fired "projectiles" at Qeshm Island in the Strait of Hormuz on Sunday evening local time. The Islamic Republic News Agency (IRNA) p
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Trump stated that the U.S. military's "Iron Gate" Task Force is now fully operational, working in coordination with the maritime blockade to deter Iran.
Trump stated that the U.S. military's "Task Force Iron Gate" is now fully operational, working in coordination with a naval blockade to curb Iran; U.S. President Donald Trump posted on social media th
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Drone attack hits Khor Mor natural gas field in Iraq's Kurdistan region
A drone attack hit the Khor Mor gas field—one of the largest natural gas fields in the region—located in the Sulaymaniyah Governorate of the Iraqi Kurdistan Region. The party responsible for the attac
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Iraqi Kurdistan Region President Meets Iranian Delegation to Discuss Security Cooperation and Regional Stability
The President of the Kurdistan Regional Government of Iraq met with an Iranian delegation, with both sides discussing ways to improve security cooperation and mechanisms for maintaining regional stabi
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Houthis Claim Saudi-Led Coalition Carried Out 91 Airstrikes and Missile Attacks in Yemen Over Past 24 Hours
The Houthis stated that the Saudi-led coalition carried out 91 airstrikes and missile attacks in Yemen over the past 24 hours, affecting six Yemeni provinces and causing civilian casualties. The group
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According to the Islamic Republic News Agency (IRNA), explosions were heard on Iran's Qeshm Island, though there has been no official confirmation yet.
According to the Islamic Republic News Agency (IRNA), explosions were heard on Iran's Qeshm Island, though there has been no official confirmation yet.
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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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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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ETH (Ethereum) experienced a short-term sharp decline of 4.49% within 5 minutes, currently trading at $2,112.20.
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