7.22 Afternoon geo flash news

Core storyline: The ongoing standoff between the US and Iran continues to drag on (it has the biggest impact on BTC risk sentiment)
1. For the 11th consecutive night, the US military carried out airstrikes against targets within Iran’s territory, focusing on hitting drone bases and maritime military facilities, with the aim of weakening Iran’s ability to interfere with shipping through the Strait of Hormuz.

2. Iran simultaneously launched counterattacks, striking US-related assets in Kuwait, Bahrain, and Jordan. Kuwait’s air defense forces continued intercepting incoming drones, while alarms kept sounding across multiple areas in the Gulf.

3. US Secretary of State Rubio publicly stated: the US is willing to negotiate, but believes Iran has no real sincerity for talks, and military pressure will continue. The market is both wrestling with the conflict escalating and buying safe-haven assets, while betting that a full-scale war will not break out.

4. The 10-day ceasefire proposal being mediated by multiple parties is still under discussion, with no implementation news yet. The situation is in an uncertain phase of fighting while talks continue, and sudden needle-like volatility in the market is likely at any time

Geo news is sending mixed signals: ongoing clashes support the safe-haven attribute, but for now there’s no major headline that triggers extreme moves by getting the conflict out of control.
In the short term, BTC and ETH are still more likely to keep oscillating following their own technical structures. Be cautious about sudden geo headlines in the evening causing fast back-and-forth churning; don’t take a heavy position to bet on a one-way move. #事件合约上线