I originally thought that today I could securely count money, but it turned out to be messy again. I'm getting a bit annoyed with shorting WTI, especially when holding the position over the weekend, as the funding rate is really expensive. As a result, by Monday, I started making a loss on paper, but the more it goes like this, the more I need to grit my teeth and persevere. Now it's just a matter of who can't hold out first between me and the US and Iran 😂. However, it can be clearly seen that Trump is making moves. Go for it, President.

Today was another day of back and forth between the US and Iran, but today it's evident that the US took action, sinking 7 Iranian speedboats. However, hours later, there has been no clear retaliation from Iran. Thinking back to what Iran said today about launching two missiles at US vessels, which was denied by the US, it seems like the same old routine. Personally, I still believe that both the US and Iran are quite restrained and do not really want to resume fighting.

Currently, the market sentiment feels quite stable, with little volatility in US stocks and $BTC. However, there are some concerns in the bond market, with the yields on 20-year and 30-year US Treasuries exceeding 5%, and short-term rates are also on the rise. The bond market doesn't seem optimistic about the US's forthcoming interest rate cut path, and I saw news today that many investors believe there will be no rate cuts by 2026.

Looking back at Bitcoin’s data, although it broke through $80,000 on Monday, filling the previous gap, the market's short-term stability still revolves around the geopolitical conflict between the US and Iran. If the war can't end, and the Strait of Hormuz remains blocked, it will be quite a headache for US inflation and the economy.

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