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#USIranWarMayEscalateToGroundWar
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#USIranWarMayEscalateToGroundWar
Ground War is on the Horizon: Because War Isn't Damaging the Economy, the Economy Is Waking Up War
The five-week-long US-Iran war has now gone beyond being a "tension limited to airstrikes." The Pentagon is planning weeks of ground operations. The USS Tripoli has landed in the region with 3,500 Marines. Officials speaking to the Washington Post say that Special Forces and infantry units are preparing to raid the Strait of Hormuz and Harg Island, through which 90% of Iranian oil flows.
Tehran's response is clear: "If American soldiers set foot on land, we will unleash fire upon them." Parliament Speaker Ghalibaf accuses the US of "publicly discussing, secretly planning an invasion." Twelve American soldiers have already been wounded in Saudi Arabia when an E-3 Sentry spy plane was shot down.
And we are still talking about "war affecting the economy."
Wrong. The economy isn't affecting war, the economy is calling for war.
The Math of the Strait of Hormuz
One-fifth of the world's oil passes through the Strait of Hormuz. The strait is effectively closed, tankers cannot pass through, and the Riyadh-Washington line is on edge. By allowing 20 Pakistani-flagged ships "two passages per day," Iran is essentially saying: I'm holding the valve.
The first point of the US's 15-point "ceasefire plan" is the opening of the strait. This is no coincidence. Because the issue is not the nuclear program, the issue is the flow of gas. Seizing Harg Island is described as "cutting off Iran's economic lifeline." In other words, the target is not the regime, but the income.
Trump is threatening to strike Iranian energy infrastructure if the strait is not opened. Tehran, on the other hand, says it will "boldly strike" US bases in the Gulf. Two missiles that hit the Ras Laffan gas facility in Qatar caused "limited damage" but created a shockwave in the markets. The message was received: If the next missile hits the desalination plant, the Gulf will run out of water.
The Price of the “Final Blow”
The White House is marketing the ground operation as the “final blow.” Not a full-scale invasion, but “just raids lasting weeks.” How wonderful. Iraq and Afghanistan also started as “weeks,” and as the Turkish Foreign Ministry reminded us, the result was “more radicalization and terrorism.”
The Pentagon says it has to “offer the commander-in-chief maximum options.” Translation: There’s a war on the table, and we’re preparing the menu. Rubio says “we’re not currently deployed for a ground operation,” but adds in the same sentence, “objectives can be achieved without them.” So the door is ajar.
Meanwhile, 13 US soldiers have been killed and more than 300 wounded in the last month. Trump was saying as early as March 20th, “I’m not sending troops, it’s a waste of time.” He changed his mind when Iran rejected the offers. So what was considered a “waste of time” was actually a “bargaining chip.”
The Real Front: The Balance Sheets
Iran says it will make US soldiers “food for sharks in the Persian Gulf.” Ghalibaf shouts, “Our missiles are in place, our resolve has increased.” This isn’t rhetoric, it’s insurance. Because Tehran knows: the US’s concern isn’t exporting democracy, but supply security.
War ruins the economy, yes. The stock market experienced its “worst day” of the war on March 27th. But let’s be more honest: war comes because the economy is ruined. Inflation, energy prices, the election cycle… An “external enemy” is always the cleanest way to make the domestic price be paid.
And the most painful part is this: Egypt, Pakistan, Saudi Arabia, and Turkey are talking about peace in Islamabad. Neither the US nor Iran is at the table. Because both sides actually want Harg Island, not the table. One to cut it off, the other to protect it.
The possibility of a ground war is no longer a “threat,” but an “option.” And this option is triggered not by ideology, but by a valve.
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Yes you are right
They are planning a $LDO token buyback by allocating $20 million.
The proposal is based on the argument that the token price is significantly discounted compared to the protocol value.
#LidoDAOProposes20MBuyback
I chose to write this way because I've used up all my comment space.😊😊😊😊
LDO6,08%
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📰 #LidoDAOProposes20MBuyback Bottom-Up or Confidence Restoration?
Lido DAO, one of the largest staking protocols in the DeFi ecosystem, has taken a remarkable step following weakening market conditions and sharp value loss. According to the new governance proposal submitted by the DAO, a buyback of approximately $20 million from the protocol's treasury is planned.
The proposal aims to purchase Lido DAO Tokens from the market using 10,000 stETH from its treasury. The main reason for this move is that the token price is trading at a "historically significant discount" compared to the protocol's actual performance.
Data supports this claim. LDO has fallen from its 2021 level of $7.30 to the $0.30 range, a drop of approximately 95-96%. At the same time, the LDO/ETH ratio is trading at a discount of approximately 60-70% compared to the average of the last two years.
This buyback plan aims not only to support the price but also to change market psychology. Purchases under the proposal are planned to be made in stages (in 1,000 stETH increments), with each step subject to DAO voting. This aims to ensure a controlled and transparent process.
On the other hand, timing is quite critical. Protocol revenues fell by 23% to $40.5 million in 2025, and a similar weakening was observed in staking revenues. Despite this, Lido still maintains its leading position in the Ethereum staking market with approximately 23% share, reinforcing the argument that "fundamentals are strong but the price is weak."
According to analysts, this move can be interpreted in two ways:
Firstly, the DAO is taking advantage of the undervaluation opportunity with a "buy back from the bottom" strategy. Secondly, it is an attempt to reverse the erosion of confidence created by the falling price.
In conclusion, this development, unfolding under the hashtag #LidoDAOProposes20MBuyback, provides a critical example not only for the LDO price but also for how DeFi projects respond during times of crisis. If the buyback is confirmed and implemented, this step could be priced by the market as a strong "insider confidence signal."
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The crypto world is becoming increasingly central to daily life, and major players continue to emerge in this transformation. The latest move comes from the fintech platform OnePay.
Walmart-backed OnePay, which initially offered crypto services only with Bitcoin and Ethereum, has expanded its offerings to include several significant assets such as Solana, Cardano, Polygon, and Arbitrum. This step is a strong indication that crypto is becoming not just an investment tool, but also a part of daily financial life.
The platform's approach is quite clear: a selection strategy focused on demand, liq
BTC1,25%
ETH2,89%
SOL2,42%
ADA2,42%
User_anyvip
OnePay, the fintech platform majority-owned by Walmart, has expanded its crypto asset portfolio in two main phases, listing “more than a dozen” new tokens. The app, which launched its crypto service in January with only Bitcoin (BTC) and Ethereum (ETH), has added assets such as Solana (SOL), Cardano (ADA), Bitcoin Cash (BCH), PAX Gold (PAXG), Sui (SUI), Polygon (POL), and Arbitrum (ARB) with this latest update.
Ron Rojany, General Manager of Core App & Crypto at OnePay, stated that they set a “high bar” in asset selection, highlighting four criteria: demand, liquidity, regulatory clarity, and long-term use. Rojany said, “Rather than chasing the newest asset, we are focused on offering a carefully selected set of assets that align with how our customers use and think about money.”
While OnePay did not share user numbers, it reported observing “strong engagement,” particularly among customers new to crypto. The platform positions itself as a "super app" similar to the US WeChat model, bringing together high-yield savings accounts, credit/debit cards, loans, and Wi-Fi plans, as well as a digital wallet usable in Walmart stores and on its website, all under one roof. Walmart's US operations reported net sales of $462.4 billion in fiscal year 2025.
A similar trend is observed in the sector: Coinbase CEO Brian Armstrong announced a plan for a crypto super app encompassing credit cards and payments; Japan-based Startale Group announced it will use the funds raised from its $50 million Series A round to develop a super app integrating payments and asset management. On the regulatory side, US Securities and Exchange Commission Chairman Paul Atkins stated in July that he instructed his staff to develop guidance and proposals that will "bring this super app vision to reality."
Rojany summarized the company's approach by saying, "We are still in the early stages, and our focus is on building the crypto platform right: creating a reliable, secure, and intuitive experience for everyday customers."
#WalmartOnePayAddsMoreCryptoTokens
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You're right... Wars are often won not only on the battlefields, but also in vaults, throne rooms, and on the cold surface of numbers. Throughout history, the same truth has remained hidden behind the smell of gunpowder: money, finance, and power. Empires that rose in the shadow of swords were actually weighed on an invisible scale. On one side, human life; on the other, calculations of self-interest... And sadly, most of the time, it was capital, not conscience, that won. Only the methods changed; the truth remained the same: He who holds the power writes the game.
#USIranWarMayEscalateToGrou
User_anyvip
Controversial Plan in the US: Republicans Consider Cutting Healthcare Spending to Fund $200 Billion Iran War Budget
As tensions rapidly rise in US politics, it has emerged that the Republican side is considering cutting healthcare spending to fund military operations in Iran. According to information reported by Axios, the budget package being prepared in Congress includes war and security spending that could reach up to $200 billion.
💰 A Massive $200 Billion Package
The planned budget includes spending on immigration and homeland security, in addition to military operations in Iran. To meet this massive funding need, Republicans are reportedly considering cuts to federal healthcare programs.
Key points include:
Reducing health insurance subsidies
Savings measures in programs like Medicare and Medicaid
Spending cuts under the guise of “combating waste and abuse”
According to some analyses, these steps could save over $30 billion, but hundreds of thousands of people risk losing their health insurance coverage.
⚠️ Political Risk: Election Year Tensions
This plan poses a significant political risk for Republicans, especially as election year approaches. Even within the party, disagreements are evident.
Moderate Republicans are concerned about voter backlash
Democrats criticize the plan as “sacrificing healthcare to war”
Public opinion polls show that healthcare spending is a high priority for voters
Even a small loss of support in Congress could make it difficult for the bill to pass.
📉 Increasing Economic Pressure
The war with Iran is creating pressure not only politically but also economically. Due to increased military spending and uncertainties:
US 10-year Treasury yields rose to 4.45%
Inflation expectations were revised upwards
Federal borrowing costs increased
Economists warn that these costs could rise further if the war continues.
🌍 Priority Debate: Health or War?
Spending over $11 billion on Iran operations in just one week has led to a renewed questioning of budget priorities in the US.
According to critics:
These resources could have been directed to health, education, and infrastructure
In the long term, public health and economic growth could suffer
🏛️ The Critical Process Begins
Republican leaders aim to pass the legislation within 60-90 days. However, the balance in Congress and public pressure indicate that the process will be quite difficult.
📌 Conclusion:
The budget battle in the US is deepening. The Republican plan to cut healthcare spending could create a breaking point not only economically but also ethically and politically. The decisions made in the coming weeks will directly affect both US domestic politics and global balances.
#USIranWarMayEscalateToGroundWar
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Senate Banking Committee Prepares to Set Date for Kevin Warsh's Nomination for FED Chairman
As the US enters a critical phase in financial policy and monetary management, the Senate Banking Committee plans to hold a hearing for Kevin Warsh's nomination for Federal Reserve Chairman during the week of April 13. According to Punchbowl News, citing two sources, the hearing date is not yet finalized and may change depending on when Warsh submits the necessary documents to the committee.
Current FED Chairman Jerome Powell's term ends on May 15. Powell previously stated that he would remain in office until his successor is formally confirmed. This is considered a critical assurance for ensuring a stable and uninterrupted transition process for the central bank.
📌 Hearing and Confirmation Process
The hearing, planned for mid-April, has the potential to provide a clear timeline for Warsh's nomination process. Key topics the committee will address at the hearing include:
Warsh's vision for economic and monetary policy
The US's current approach to inflation and interest rate policies
The Fed's independence and strategies for ensuring financial stability
This hearing will give members of Congress the opportunity to directly assess Warsh's leadership skills and his views on the Fed's long-term strategies.
⚖️ Economic and Political Context
Warsh's nomination is of great importance, especially considering the recent uncertainties and inflationary pressures in the US economy. The Fed's interest rate and monetary policy decisions in the coming months could have significant effects on both domestic and global markets.
Furthermore, since Powell's successor has not yet been finalized, markets and investors are closely watching the potential impact of a change in leadership on monetary policy. The confirmation process for Warsh could increase predictability regarding the Fed's policy direction.
🌍 Global Impacts
The Fed chairmanship plays a critical role not only for the US economy but also for global financial markets. Senate confirmation of Warsh's nomination will be a significant reference point for international investors and central banks.
📌 Conclusion:
The Senate Banking Committee hearing scheduled for the week of April 13th is a critical step that will clarify Kevin Warsh's path to becoming Federal Reserve Chairman. This hearing is considered a crucial turning point for both the US economic future and global financial stability.
#WarshLeadsFedChairRace
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To The Moon 🌕
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Thanks my friend information for #OilPricesResumeUptrend
User_anyvip
The war with Iran, triggered by joint US-Israeli operations at the end of February 2026, completely shocked the global oil market. With the Strait of Hormuz effectively closed or severely blocked, approximately 20% of the world's oil supply was put at risk, and Brent crude oil surged from the pre-war range of $70-75 to $112-115 by the end of March 2026.
Current Prices
$XTIUSD $XBRUSD
- Brent Crude: $112.57-114.81/barrel (March 27 close at $112.57, a daily increase of 4.22-6.30%). It has risen by 47.68% in the last month and 57.79% year-on-year.
- WTI Crude: $99.64-101.18/barrel (March 27, an increase of 5.46-7.09%).
While these levels don't quite reach the 2008 peak ($147.50), they represent the sharpest geopolitical surge since the Ukraine shock of 2022. Similar momentum is seen in futures contracts; the May 2026 Brent contract is trading around $114.57.
Main Drivers of the Rise
1. Strait of Hormuz Crisis: Tanker traffic in the strait, which carries 20 million barrels of oil and significant LNG shipments daily, almost came to a standstill. Due to Iranian threats and attacks, insurance premiums skyrocketed, and the daily number of crossings dropped from 130-240 to 5. This created an effective 8-10 million barrel reduction in global supply.
2. Geopolitical Risk Premium: According to Goldman Sachs, a risk premium of $18 is reflected in prices. The market is pricing in a potential rise of Brent to $140-150 in a prolonged shutdown scenario. 3. Demand and Other Factors: Asia's (especially excluding China) high import dependence and OPEC+'s limited spare capacity supported the rise. However, slight increases in inventories (EIA data) acted as a short-term brake.
Historical Comparison and Monthly Change
Brent prices have followed this trend over the last 6 months (approximate data):
- Early January 2026: ~$73
- Late February (pre-war): ~$75-80
- Mid-March: $90-100 range
- March 27: $112-115
This is one of the largest monthly increases since Covid. While the 2024 average is around $80, March 2026 recorded a record increase.
Short and Long-Term Forecasts
- Short-term (April-May 2026): According to the EIA, Brent will remain above $95; $120+ is possible if the Hormuz risk continues. A short-term ceasefire could bring the price down to $85-90.
- Overall 2026: The EIA forecasts an average Brent price of $66-74 (below $80 in Q3, around $70 by the end of the year). JPMorgan, however, forecasts a bearish price of around $60 in its base scenario; excess supply and inventory accumulation will push the price down.
- Long-term risks: If the conflict lasts more than 3 months, a scenario of $130-150 may come to the fore; however, a quick resolution is expected to bring the price back to the $70-80 range.
Economic Implications
High oil prices are increasing stagflationary pressure. Import bills are swelling in Asia, inflation is being pushed up by 0.8-1 percentage points, and central banks' room for interest rate cuts is narrowing. LNG prices in Europe have also risen by nearly 50%. In oil-importing countries like Türkiye, the current account deficit is widening, and gasoline and energy costs are triggering household inflation.
Things to Watch Out For
The Iran war has pushed oil into the $100+ range in the short term, but this rise is largely due to the geopolitical risk premium. If traffic in the Strait of Hormuz returns to normal, prices will quickly fall to the $80-90 range; otherwise, new peaks could be seen in the summer of 2026. Markets are currently partially pricing in the worst-case scenario, but OPEC+ production, US strategic reserves, and potential ceasefire developments are the main sources of uncertainty. Volatility is high for investors in the short term; in the long term, the pressure of oversupply is prominent. Current data should be closely monitored because each new development can instantly move prices by $5-10.
#OilPricesResumeUptrend
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