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BTC firmly bullish!
This morning, Trump personally announced that the US-Iran agreement is "basically reached," the Strait of Hormuz is about to open, and the geopolitical haze that lasted for months has finally dissipated. In the same week, El Salvador unwaveringly increased its Bitcoin holdings by 8 coins, and the country's dollar-cost averaging continues. This level of major power diplomatic thaw combined with sovereign countries' real gold and silver signals the strongest bottom signal, and the last trump card of the bears has been played out. I directly increased my position to a $700k long, fully entering the market!
1. This "peace bomb" personally dropped by Trump directly ends the market's most troublesome tail risk. The agreement includes opening the strait, with the US confirming that negotiations are "making progress," and Iran's indifferent response instead exposes the exchange of political chips. The core logic of the recent surge in oil prices over the past two months, which suppressed risk assets, is being priced in reverse, and the market's valuation of geopolitical risks in crypto will be significantly corrected. Once the formal agreement is signed, the previously suppressed buy orders will flood back like opening floodgates.
2. El Salvador continues to dollar-cost average at this critical juncture, not to follow the trend, but to use the country's balance sheet to back Bitcoin sovereignty. Currently holding over 7,600 coins, this small-country-level "national bottom-fishing" is being secretly imitated by other nations. The US ARMA Act will confiscate about 328k Bitcoin, locked for at least 20 years. "Stock consolidation" means the largest potential sell-off in the market is permanently frozen, and supply-side contraction benefits will last for years.
3. Don't forget MicroStrategy, which is always buying. Last week, it spent $2 billion to acquire 24k Bitcoin, with total holdings surpassing 840k coins. BlackRock's IBIT still holds about $64.3 billion worth of Bitcoin. These few of the most stubborn global bulls are still aggressively adding positions. What can the bears do to push the price down? The price has been repeatedly pushed back from six attempts to test $74,200, and sell orders are nearly exhausted. The bears' coffin lid can no longer be closed.
Lock in the full position of a $700k long, waiting for Trump to sign the agreement, El Salvador to continue dollar-cost averaging, and MicroStrategy to make another move, fulfilling all the strongest triple bottom beliefs in this bear market!