Honestly, looking at the current situation between the U.S. and Iran, it really feels like watching a tense standoff that's about to reach a breaking point. I just finished reviewing the latest intelligence today, and the air is thick with gunpowder.

The core issue now is that both sides have revealed their cards, but neither is willing to back down. The Americans are being extremely firm, insisting that Iran hand over several hundred kilograms of enriched uranium and that they must fully disclose their assets before any negotiations. Iran, on the other hand, isn’t backing down either, directly countering that until sanctions are lifted and frozen funds are returned, this matter isn’t over. Now, both sides seem to be racing to accelerate and crash into each other, trying to see who will steer the wheel first.

What I find most surreal is the Strait of Hormuz. Iran isn’t just blockading it now; they’re also considering implementing a “toll” system. This move is brilliant—turning geopolitical power plays into a rent collection business. But today, there was finally some good news: the natural gas ship managed to break through and reach Japan, at least giving a breath of life to the nearly exhausted energy market.

Recently, Trump has also been busy online, constantly posting “countdowns” and those strange AI maps, playing psychological warfare like a pro. Although things haven’t yet escalated to an uncontrollable level, this feeling of “chronic suffocation” is even more uncomfortable.

Everyone should stay alert lately—whether watching oil prices or managing their assets, this week is likely to be a rollercoaster. Personally, I think at this critical juncture, it’s best not to gamble on “absolute peace,” and instead be prepared for the situation to change at any moment. Hopefully, this tense string won’t snap completely. #美伊谈判前景堪忧 $BTC $ETH