The US-Iran negotiations remain difficult. Even after the draft was passed, the talks in Switzerland still fell apart—on one side, Israel continues to strike Lebanon, and on the other side, Trump is wildly blasting on social media, even threatening that if talks fail, the US will take military control of the Strait of Hormuz, relying on collecting "toll fees" to subsidize military expenses.

The more I think about it, the more absurd it seems. Not to mention whether Trump is just bluffing, but if the US hadn’t first imposed sanctions and blockades on Iranian ports, where would the negotiations be? It’s precisely because of the blockade pressure that Iran sat down to talk. Opening the Strait of Hormuz was supposed to be the core of the negotiations, but before the Strait was truly unblocked, the US withdrew first. Now it’s been sealed off again—was all the previous fuss in vain?
Sometimes I really don’t understand Trump—if you’re going to be tough, go all the way. Every time he chickens out (TACO—Trump Always Chickens Out), shouting "wolf" too many times, not only do we, the onlookers, stop taking him seriously, even Iran doesn’t take him seriously anymore. The "14 points" he proposed this time were also heavily criticized by the Democrats, and after so long, they still can’t get it done. Now Iran has directly announced they won’t negotiate anymore—let’s see how Trump handles the next move.
I’m not worried about oil prices; if they break above $85, I’ll keep shorting. The logic is clear—oil prices can’t stay high for long.
There’s not much to say about Bitcoin over the weekend; it mostly fluctuated within expectations. On Monday, it might be affected by US-Iran news, but it’s clear that buy orders around $60k are quite strong. Over the weekend, MSTR disclosed additional Bitcoin purchases, which should help ease market concerns about the subsequent ATM financing pressure on STRC.