Damn, about Iran, let me tell you, it's not what you think at all.

What “playing big”? They’re basically turning into toll booth operators.

The Strait of Hormuz, in the future, passing through will cost $1 per barrel of oil. Pay in RMB or USDT.
And Iran itself says: friends get priority, enemies? Just wait to get screwed.

This is post-war management. Free navigation? Not happening.

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Then the market people see the word “agreement,” and they react first and ask questions later.

US stocks, gold, and the dollar all bounced a little.
But look at the US Treasury yields dropping to 4.3% — money simply didn’t come back, just lying low in a different position.

The most interesting thing is oil prices.

News says WTI at 112, Brent at 108.
But those are futures.
Guess how much the spot price is? $141.

Damn, everyone’s rushing to buy spot, no one dares to wait for the futures.
That’s the real story.

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Tonight at 8:30, Non-Farm Payrolls.
Previous: -92k, expected around +60k.

And today is Good Friday in the US, markets are closed.
But BTC won’t stop; liquidity tonight will be thin — a single needle will teach you a lesson.

There are only two scenarios:

Good data → dollar rises, gold falls, BTC takes a breather.
Bad data → stagflation hits, gold jumps to 4800, BTC crashes along with the market.

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Honestly, this thing is more disgusting in the long run.

Once Iran’s “$1 per barrel” plan really happens, then $100 oil will be the floor price.
Do you believe it?

Take it easy tonight, don’t get caught up.
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