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Geopolitics
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US Senator Vance states: We believe Iran's Supreme Leader is alive
US Senator Vance states: We believe Iran's Supreme Leader is alive
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Iran proposed reopening the Strait of Hormuz in exchange for the US lifting sanctions and a ceasefire in Yemen, but the offer was rejected by the United States.
According to Al Jazeera, Iranian Foreign Minister Araghchi proposed a "7-day plan" at the UN General Assembly. The plan seeks the lifting of US sanctions on Iranian oil, the unfreezing of at least $12
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Oil prices are under pressure amid geopolitical uncertainty, with Brent crude briefly touching $100.28 per barrel during the day before pulling back.
Brent crude oil briefly touched $100.28 per barrel intraday, but oil prices subsequently retreated as the outlook for US-Iran diplomacy remained unclear. It is currently hovering near the lower end of
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Middle East Geopolitical Risks Escalate: Houthi militants attack Saudi oil facilities, commercial vessel explosion occurs in the Strait of Hormuz.
Houthi forces reportedly launched a large-scale ballistic missile and drone attack on oil facilities in the Saudi port of Al-Mu'ajiz on the Red Sea coast. Satellite images show multiple large oil stor
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Russian Security Council Deputy Chairman Dmitry Medvedev claimed Tuesday that the world is closer to a global conflict than at any point since 1945.
Russian Security Council Deputy Chairman Dmitry Medvedev claimed Tuesday that the world is closer to a global conflict than at any point since 1945.
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Putin's envoy, Dmitryev, held "constructive" talks with U.S. officials on Monday to discuss a peaceful resolution to the war in Ukraine, according to U.S. officials.
Putin's envoy, Dmitryev, held "constructive" talks with U.S. officials on Monday to discuss a peaceful resolution to the war in Ukraine, according to U.S. officials.
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US-Iran war adds €100bn to EU’s fuel bill
The warning comes as the bloc’s energy ministers meet in Dublin.
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Lebanese people are paying attention to Israel's upcoming general election, but it is widely believed that regardless of who comes to power, Israel's military policy and territorial ambitions will not change.
Al Jazeera reports that Lebanese residents generally hold little hope for Israel's upcoming general election, believing that the military policies and territorial ambitions of both incumbent Prime Min
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China Expands Military Footprint With New Support Base in Laos
The Chinese military opened a new logistics base at an airport in Laos, expanding the People’s Liberation Army’s overseas presence as it seeks to operate farther from home.
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Putin orders Russian army expansion by 15,500 active troops, marking fourth increase this year; Zelenskyy warns Russia preparing to deploy 10,000 more North Korean soldiers
Russian President Vladimir Putin has ordered a further increase in the size of the country's army, boosting the number of active service members by 15,500 to 1,550,500, with total armed forces reachin
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Ethiopian federal forces capture strategic Tigray town of Alamata, aiming to push towards capital Mekelle
The Tigray Peace Force, aligned with the federal government, announced on Monday the capture of Alamata, a key supply hub about 120km south of Tigray's capital, Mekelle. This move could enable federal
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Thousands of drivers in the Philippines strike over rising fuel prices, blaming US-Israel war on Iran
Thousands of drivers of public transport vehicles in the Philippines began a two-day strike on Tuesday to protest soaring fuel prices, which transport workers' union Piston blames on the US-Israel war
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Israeli Settlers Attack Jalud Village in West Bank, Torch Homes
According to Al Jazeera, a group of settlers attacked and burned two homes belonging to the Al-Tubasi family in the village of Jalud, northern West Bank. This occurred after the family returned home o
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Brent Crude Rises Over 1% Amid Easing Hormuz Grip, While Treasury Yields Ease and US Stocks Open Muted
Brent crude futures are up more than 1% as Iran's grip on the Strait of Hormuz loosens, leading to rebounding oil exports from the region, which should help ease a supply crunch. However, this also ra
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Brent crude rose 1.2% to $99, and spot gold increased 0.7% to $4,145 amid geopolitical tensions.
Brent crude oil rose for a second consecutive day, up 1.2% to $99, influenced by geopolitical factors such as progress in US-Iran negotiations. Spot gold also rose 0.7% to $4,145 per ounce.
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Nikkei Asia: Trump-Xi summit leaves Taiwan's status in limbo, with U.S. deterrence commitment still unproven
Derek Grossman, a professor at the University of Southern California, commented that while Washington made no public concession to China during the summit, its commitment to deterring aggression again
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Israeli forces kill Hamas commander Izz al-Din al-Hadad in Gaza strike.
Palestinian sources and Israeli officials stated that an Israeli airstrike killed Izz al-Din al-Baq, the head of Hamas's armed wing in northern Gaza, in an apartment building in the Nasser neighborhoo
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US-Iran Indirect Talks Continue: Trump Confirms Information Exchange, Iranian Foreign Minister States "7-Day Plan" Conveyed and Awaiting US Response
According to Xinhua News Agency, Donald Trump confirmed on September 28 that US and Iranian negotiators have exchanged messages through mediators. On the same day, Trump denied previous reports that h
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China says Sino-Japanese relations need to be "normalized" again due to the Taiwan issue.
A senior Chinese diplomat stated that China-Japan relations have deteriorated to a multi-decade low and pressured Japanese Prime Minister Sanae Takaichi to revise her remarks concerning Taiwan. Bloomb
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U.S. Treasury yields rose on Tuesday during Asian trading hours, approaching recent highs.
U.S. government bond yields rose in Asian trading on Tuesday, but remained slightly below the multi-year highs set on Monday, the Wall Street Journal reported. The rise in yields was mainly driven by
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U.S. Secretary of State Rubio held talks with the Saudi Foreign Minister, discussing the Yemen conflict and shipping security in the Strait of Hormuz.
U.S. Secretary of State Marco Rubio met with Saudi Foreign Minister Prince Faisal bin Farhan Al Saud in Washington on Monday, where they discussed regional security cooperation, including shipping saf
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Oil price and US Treasury yields in tightest relationship since 1990
Bond investors are closely monitoring the Iran conflict and crude oil prices for indications on the future direction of government borrowing costs.
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Argentina's President Milei threatens legal action against UK over Falkland Islands oil exploration, setting two-week deadline for Sea Lion project to be scrapped
President Javier Milei stated that if the two-week deadline is not met, he has "instructed the Foreign Ministry and legal teams to initiate international arbitration" against the UK, and would take th
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U.S. and Iranian officials held indirect talks with mediators on Monday to advance a ceasefire framework, while Middle Eastern crude oil exports rebounded to wartime highs.
U.S. and Iranian officials held indirect talks with mediators separately on Monday, aiming to end the seven-month conflict, CNBC reported. Iranian Foreign Minister Araghchi met with Qatari mediators i
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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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Saudi-led coalition says it destroyed a Houthi missile launcher in Sanaa, Yemen.
The Saudi-led coalition announced that it has destroyed a missile launcher belonging to the Houthis in Sana'a, Yemen. Coalition spokesman Turki al-Maliki stated that the launcher had previously been u
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Iranian Foreign Minister Abbas Araghchi: US election results have led to the suspension of mediators' work
Iranian Foreign Minister Abbas Araghchi: US election results have led to the suspension of mediators' work
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Florida Governor-elect Byron Donalds: Conflict with Iran "is coming to an end"
In an interview with NBC News, Byron Donalds, the newly elected Republican Governor of Florida and a close ally of Donald Trump, stated that the conflict with Iran is "coming to an end" and that gasol
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Iranian Foreign Minister Abbas Araghchi stated that negotiations to end hostility with the United States have not yet made progress, and they are waiting for the situation to become clearer following the U.S. midterm elections.
Iranian Foreign Minister Abbas Araghchi stated that negotiations to end hostility with the United States have not yet made progress, and they are awaiting clarification of the situation following the
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Israeli Prime Minister-designate Eisenkot stated that he is open to including Benjamin Netanyahu in the ruling coalition.
Israel's designated government-forming candidate Gadi Eisenkot stated that he is open to including Benjamin Netanyahu in a coalition government. Speaking at a ceremony at the President's Residence in
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Trump: Further strikes against Iran will be "highly unlikely" if progress is made on nuclear and Strait of Hormuz negotiations
Trump: Further strikes against Iran will be "highly unlikely" if progress is made on nuclear and Strait of Hormuz negotiations
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Adviser to Iran's Supreme Leader: US Midterm Election Results Will Not Change Tehran's Stance Toward the US
Mohammad Mokhber, an advisor to Iran’s Supreme Leader, stated on X that a Democratic victory in the US midterm elections will not change Tehran's stance toward Washington. He wrote, "It is naive to ti
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Iranian Foreign Minister Abbas Araghchi warns: If the situation escalates, Tehran will "unleash hellfire"
Iranian Foreign Minister Abbas Araghchi warned in a post on X that U.S. voters have made their choice, and the White House must now make its own; if hostilities resume, Iran will "unleash hellfire." A
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Reform UK leader Farage predicts a surge in military action against Iran after the US midterms
In an interview with the BBC, Reform UK leader Nigel Farage predicted that following the US midterm election results, he "expects to see a very sharp increase in military action against Iran." Farage
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Iranian Foreign Minister Abbas Araghchi warned that US targets in the region could be within range of strikes.
Iranian Foreign Minister Abbas Araghchi has warned that Iran "will not hesitate" in its stance toward the United States, pointing out that certain U.S. targets in the region located outside military b
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Saudi coalition destroys two Houthi missile launchers in Saada, Yemen
The Saudi-led coalition in Yemen announced that it had destroyed two ballistic missile launchers in Saada, northwestern Yemen. A coalition spokesperson stated that the Houthi movement had previously u
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Iranian Foreign Ministry Condemns Saudi Military Operations in Yemen, Calls for Immediate Ceasefire and Bilateral Dialogue
The Iranian Ministry of Foreign Affairs condemned Saudi Arabia's "military aggression" in Yemen, calling for an immediate halt to military attacks, a full lifting of the blockade, and respect for the
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Gulf Stock Markets Fall Amid Iran Tensions as Investors Await Donald Trump's Next Move
Gulf stock markets declined as they were rattled by the situation in Iran, with investors awaiting Donald Trump's next move. As investors looked for signs of whether the U.S. might launch new strikes
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Israeli President Isaac Herzog has officially tasked Gadi Eisenkot with forming a new government and warned that the threat from Iran is imminent.
Israeli President Isaac Herzog has officially authorized Gadi Eisenkot to form a new government, while warning that the Iranian threat is imminent. In his speech, Herzog stated that Iran has never cea
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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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