2026.3.25 Macroeconomic Market Analysis
The signal for a ceasefire from the Americans has arrived! Gold and cryptocurrencies are experiencing a surge, while oil is retreating!
However, while the President is saying he wants to stop the war, he is simultaneously sending troops to the Middle East, multiple directions every day, making it truly difficult to grasp!
(1) US-Iran Situation
The American ceasefire plan:
1. Iran to dismantle nuclear facilities and hand over enriched uranium
2. Stop supporting regional armed groups and limit missile ranges
In exchange for lifting sanctions + support for civilian nuclear projects
Iran still hasn’t responded directly; we are focusing on this date: March 27, when the US Marine Corps arrives in the Middle East
Is this real negotiation or just a smokescreen? We will wait and see!
Ceasefire → Oil falls, Bitcoin rises
Continue fighting → Oil rises, Bitcoin falls/oscillates
(2) Cryptocurrencies are still full of future
Let’s see what institutions are doing:
1. BitMine increased holdings by 67,111 Ethereum
2. BlackRock withdrew 2,267 Bitcoins yesterday
3. Exchange Bitcoin reserves hit an all-time low
Institutions are accumulating, long-term holders are increasing
(3) The stock market can also be monitored
Yesterday, CRCL plummeted by 17.6% because of the introduction of the CLARITY draft, which restricted stablecoin staking yields
We called the downturn at the peak, securing a 25% profit
Elon Musk's SpaceX has submitted its IPO, valued at over $1.5 trillion; we will pay close attention and find opportunities for everyone to participate
(4) Let’s talk about Teacher Zhang Xuefeng
This guy is truly hardworking; it’s rumored he sleeps only 5–6 hours a day, and after being busy all day, he still goes to the gym and runs 5 kilometers
Brothers, be sure to take care of your health, sleep less late, rest more; no matter how much money you make, if your health is gone, nothing matters!