$CL Go long immediately!

The US-Iran negotiations have once again reached a deadlock, with Iranian state media just denying the signing of a memorandum of understanding. The two core disagreements—uranium enrichment disposal and funds unfreezing—still remain. Trump claims "progress is being made," but in reality, both sides have not made any substantial concessions on the nuclear issue. While the deadlock festers, Trump has called Netanyahu, and media reports say he will make a rare visit to Camp David for a cabinet meeting. The Middle East's ticking time bomb could explode at any moment. Under this "talk while fighting" pattern, the worst news has instead become the best buying opportunity. I directly went all-in with a $480k long position!

1. Disagreements over uranium enrichment disposal in Iran are nearly unsolvable, and the ceasefire agreement is extremely fragile: Iran has made it clear it will not relinquish nuclear assets, while Trump insists they must be destroyed on site. Iranian media also issued tough words, warning that any US violation of the ceasefire will be met with retaliation. Both sides are severely at odds over core terms like uranium enrichment and sanctions relief, which are vastly different from the so-called "final peace agreement." The US military has carried out two "self-defense strikes" in southern Iran within three days, and Iran responded by shooting down a US drone. Even during the ceasefire window, real combat continues. Citibank warns that any military friction could push Brent crude oil prices to $120 at any time, and Morgan Stanley emphasizes that global inventories are depleting at an unprecedented rate. If the Strait remains blocked until June, oil prices could surge to $130–$150.

2. Wall Street is collectively bullish, top investment banks keep raising target prices: Goldman Sachs characterizes the current supply shock as one of the largest in recorded history, comparable to the 1970s oil crisis. Morgan Stanley maintains a Q2 Brent target of $110, while Citibank predicts a short-term level of $120. Data from the traders' association shows that about 70% of global crude oil longs are still in place, with short positions being continuously squeezed. Iranian media reveals that Iran is incorporating the Strait of Hormuz into its sovereign administrative framework, unwilling to revert to pre-war free passage. Goldman Sachs explicitly predicts that if the Strait normalization process remains stalled after mid-June, oil prices could break through the peaks of 2008 and 2022.

3. The largest on-chain short is deeply trapped, and the bulls are well-armed: Whales holding $13.37 million worth of WTI crude oil shorts on Hyperliquid are already showing a loss of over $3.4 million, with a liquidation price as high as $120.76. On-chain data shows that nearly 80% of recent WTI positions are long. Major funds are highly aligned in their direction, and the long side is fully loaded with ammunition.

Lock in the full $480k position, waiting for the US-Iran talks on uranium enrichment and sanctions to collapse, and to completely ignite this energy cycle driven by geopolitical storms! #阿贵Btc