Geopolitics
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Iran's Parliament Speaker Qalibaf says if U.S. siege is intensified, Iran will definitely respond militarily, according to Iranian media
Iran's Parliament Speaker Qalibaf says if U.S. siege is intensified, Iran will definitely respond militarily, according to Iranian media
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US Treasury Secretary Bessent states 85%-90% of Iranian factories have the ability to rebuild
US Treasury Secretary Bessent states 85%-90% of Iranian factories have the ability to rebuild
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US Treasury Secretary Bessent: We do not want to pull apart from China, but we have to de-risk.
US Treasury Secretary Bessent: We do not want to pull apart from China, but we have to de-risk.
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Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields; Intel Drops 3%, NVIDIA and AMD Slip 2%
Semiconductor stocks are falling at Tuesday's open, with the iShares Semiconductor ETF (SOXX) down 2% and the Invesco QQQ Trust (QQQ) down 1%. Intel leads the decline, dropping 3% to $86.68, while NVI
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Riverwater Partners stated in their Q2 2026 investor letter that StoneX (SNEX) shares rose approximately 47% in the second quarter, doubling from their lows and approaching historical high valuations. Consequently, they have reduced some of their positions.
Riverwater Partners noted in its Q2 2026 Small Cap Strategy investor letter that StoneX Group Inc. (Nasdaq: SNEX) was the portfolio's largest contributor for the quarter, with its stock price rising a
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Donald Trump convened a meeting of U.S. refiners at the White House on Tuesday to discuss rising fuel prices due to the war in Iran.
President Trump will convene a meeting of U.S. refiners at the White House on Tuesday to address rising fuel prices stemming from the war in Iran. The high cost of living is eroding his support ahead
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Iran Urges US to Honor Commitments Under MoU After Strait of Hormuz Tensions Soar
Iranian President Masoud Pezeshkian on Tuesday called on the United States to respect the terms of an interim memorandum of understanding (MoU) reached in June, stating that Iran is ready to return to
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Oman TV: Sultan of Oman and Saudi Crown Prince exchange solutions for achieving regional peace
Oman TV: Sultan of Oman and Saudi Crown Prince exchange solutions for achieving regional peace
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Iran says situation doesn't allow for return to MOU with US
Iran says situation doesn't allow for return to MOU with US
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Iran's President Pezeshkian tells Russia's Putin that they can resist U.S. unilateralism
Iran's President Pezeshkian tells Russia's Putin that they can resist U.S. unilateralism
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Putin says Russia and Iran maintain their economic and trade relationship despite the current military and political environment.
Putin says Russia and Iran maintain their economic and trade relationship despite the current military and political environment.
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Russia's Putin meets with Iran's Pezeshkian, TASS reports
Russia's Putin meets with Iran's Pezeshkian, TASS reports
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Qatar is working with Oman, Pakistan and other partners to de-escalate U.S.-Iran tensions and reopen the Strait of Hormuz, as President Trump has not ruled out further U.S. strikes on Iran.
Qatar is working with Oman, Pakistan and other partners to de-escalate U.S.-Iran tensions and reopen the Strait of Hormuz, as President Trump has not ruled out further U.S. strikes on Iran, keeping te
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Russia launched a new round of deadly attacks on Ukraine's capital, Kyiv, and surrounding areas, killing at least 12 people and injuring 20.
Ukrainian officials stated that the attack occurred overnight, with six of the victims being railway workers from Ukrzaliznytsia (Ukrainian Railways), and a garage was hit. Among the injured were two
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Pakistan's August Inflation Rose 11.15% Year-on-Year, Exceeding 10.9% Forecast, Keeping Central Bank Wary
Pakistan's consumer price index increased by 11.15% in August compared to a year earlier, surpassing the median estimate of 10.9% in a Bloomberg survey. This rise keeps policymakers on guard, as the M
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ONGC Chairman: Price, Not Politics, Drives Over 60% of India's Oil Imports
Arun Kumar Singh, chairman and CEO of India's state-owned Oil and Natural Gas Corporation (ONGC), stated that India's imports of spot crude cargoes are primarily determined by prevailing cargo and oil
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Jim Cramer says interest rate cuts look unlikely given current backdrop
Jim Cramer says he doesn't see how interest rates can fall given the current backdrop. He points to Warsh's tough inflation stance, the ongoing war, U.S. allies' dependence on American support, and ra
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Xi Jinping proposes AI cooperation at SCO summit, positions organization as "pillar of stability"
Chinese President Xi Jinping on Tuesday urged Shanghai Cooperation Organization (SCO) member states to play a greater role in global affairs and proposed artificial intelligence (AI) cooperation, whil
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Pakistan Prime Minister Shehbaz Sharif said on Tuesday that Pakistan “firmly believes” the US-Iran peace framework it helped broker offers the best prospect for peace in the region.
Sharif made the remarks to leaders of the Shanghai Cooperation Organisation.
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US mortgage fixed rates rise on Sept 1, with 30-year at 6.59%, following weekend airstrikes near Hormuz
According to the Zillow lender marketplace, the average 30-year fixed rate increased by four basis points to 6.59%. The 15-year fixed loan rose nine basis points to 6%. These movements follow U.S. air
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Indian LNG Imports Surge to Six-Year High in August, Defying Higher Spot Prices Amid Iran War Disruptions
India's liquefied natural gas imports jumped in August to the highest in nearly six years, defying higher spot prices as fertilizer and fuel distributors sought to replace shipments disrupted by the I
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U.S. Accuses China's COSCO of Spying for Beijing, Claims Vessels Collect Military Intelligence
U.S. officials allege that Chinese shipping giant COSCO uses concealed equipment on its vessels to collect military communications intelligence near foreign coastlines. They claim this technology moni
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Israel attacked the Gaza Strip on Tuesday, killing at least four people, including children.
Israeli attacks on the Gaza Strip have resulted in at least four deaths and several injuries. Among them, a drone strike in the al-Kateeba district, west of Gaza City, killed at least three people, in
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Israeli military says it struck several targets in Gaza
Israeli military says it struck several targets in Gaza
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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.
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