攒币日记丨N

1. Middle East: Houthi forces involved in the conflict, oil prices surge to $116
Latest Updates:
The situation escalated sharply over the weekend. The Houthi forces from Yemen have officially entered the Middle East conflict, launching missiles and drones towards Israel, and declaring that they will continue military actions until attacks against Iran completely cease. Meanwhile, more U.S. troops have arrived in the region, with approximately 3,500 sailors and Marines deployed.
Iran's stance is tough. Iranian Foreign Ministry spokesman Baghaei stated on the 29th that the suggestions presented to Iran by the intermediary through the U.S. are 'very extreme and unreasonable,' involving issues related to Iran's national sovereignty, and lack any diplomatic seriousness. Iran's armed forces further warned that the residences of U.S. and Israeli military commanders and political officials will become legitimate targets for Iran.

1. Middle East: Trump issues final warning again, ceasefire talks at an impasse
Latest updates:
U.S. President Trump issued another stern warning to Iran on Thursday (March 26), demanding that Tehran "seriously engage in negotiations as soon as possible" and stating that once the window of opportunity is missed, "there will be no turning back, and the consequences will not be good." He expressed on social media that Iranian negotiators are "begging" the U.S. to reach an agreement, even though Iran publicly claims they are only "studying the U.S. proposal," the reality is different.
Iran has officially submitted a response to the so-called "15-point proposal" through intermediaries, and has set clear preconditions:

1. Middle East: Iran rejects the U.S. 15-point plan, Hormuz Strait 'limited opening.'
Latest developments:
The United States submitted a ceasefire proposal containing 15 conditions to Iran through Pakistan, requiring Iran to dismantle major nuclear facilities, reduce missile capabilities, and stop supporting armed regional allies.
Iran has clearly rejected. Iranian Foreign Minister Amir-Abdollahian stated that the U.S. proposal is a 'list of fantasies.' The Iranian leadership is studying the information conveyed through mediators, but this is not a negotiation. Iranian Parliament Speaker Ghalibaf warned that if hostile forces dare to seize Iranian islands, all of the country's critical infrastructure will become 'targets of ruthless strikes.'

1. Middle East: The ceasefire plan has emerged, oil prices plummeted overnight
Breaking news: The United States has proposed a peace plan to Iran through Pakistan, which includes 15 conditions and is considering promoting a one-month ceasefire.
Core U.S. requirements:
Iran dismantles existing nuclear capabilities and prohibits uranium enrichment on its territory
Transfer about 60% of the high-enriched uranium stockpile
Stop supporting regional allied armed forces
Limit ballistic missile program (for defensive use only)
Exchange conditions: Comprehensive lifting of international sanctions + U.S. support for civilian nuclear projects + Cancellation of the 'fast reinstatement of sanctions' mechanism.
Battlefield dynamics:

I. Oil prices plummeted by 10% overnight! What happened?
First, let's look at the data: Yesterday (March 23), international oil prices experienced a roller coaster market -
London Brent crude: closed at $99.94/barrel, down 10.92%
New York WTI crude: closed at $88.13/barrel, down 10.28%
The intra-day volatility was even more exaggerated: Brent crude once surged to $113, then plummeted below $100, with a daily fluctuation exceeding 14%.
Today in the Asia-Pacific early session, oil prices rebounded slightly: WTI reported $88.83, Brent reported $96.32.
II. Why Did It Drop? The U.S.-Iran Negotiation Dilemma
Trump spoke: On the morning of the 23rd, Trump stated that the U.S. and Iran had engaged in "very good and productive" dialogue over the past two days, and he has instructed the Department of Defense to postpone military strikes on Iranian energy facilities by 5 days.