As of the morning of March 10, 2026, the situation has entered a phase of “information swings” between US declarations of victory and new massive strikes by Iran.
Here is what has happened in recent years:
1. Political turning point: Mojtaba Khamenei and the “Oath of Revenge”
• Official status: Mojtaba Khamenei has completely taken over the levers of power. Dictator Putin has already officially congratulated him on his appointment, effectively legitimizing the new government in the Russian parts of the world.
• Loyalty of security forces: The IRGC (Elite Forces), the army, and even the Afghan Fatimiun Brigade have sworn allegiance to Mojtaba. This has removed the question of a possible internal coup in the first years after the change of power.
2. Military Situation: 31st and 33rd Waves of Strikes
Despite Trump’s words yesterday that “the war is almost over,” the reality on the ground:
• Escalation of “True Promise”: Iran launched its 31st and 33rd waves of missile attacks. This time, they fired heavy Khorramshahr-4 and Khaibar Shekan missiles with cluster warheads. Targets: US 5th Fleet headquarters, as well as facilities in Haifa and Tel Aviv.
• Coalition Strikes: Israel and the US conducted a “super blitz,” eliminating about 4,000 targets across Iran in a single sortie, including underground facilities linked to the nuclear program.
3. Trump’s ultimatum on the Strait of Hormuz
This morning, Trump made one of the most powerful statements of this war:
• “20 times stronger”: He threatened to hit Iran 20 times harder if they block the passage of oil. He declared that the US is ready to destroy such targets, after which Iran “can never rebuild as a nation”.
• Occupation of the protocol: The US president openly said that he was “thinking about taking full control of the protocol of the US”, calling it a “gift to China” and the world.
4. Economy: Oil and Gold $PAXG
Your prediction about the “flow of capital” came true in part, but with an unexpected twist:
• Oil seesaw: After a previous jump to $120, the price of Brent fell sharply to $91-$94. This happened against the background of Trump’s “peace-making” statements about the end of the war and his call to Putin, which calmed speculators a little.
• Gold ($XAU ): Gold lost 1% today to make up for the past few days. The reason is the incredibly strong dollar (USD). Investors now believe in the dollar more than in the metal, after which Trump demonstrates “confidence in victory”, and inflationary expectations due to expensive oil force to get capital in the currency.
5. Geopolitics: China goes to sea
Beijing has moved from “deep concern” to action. Chinese warships have begun moving towards the Strait of Hormuz under the pretext of the “Maritime Security Belt 2026” exercise together with Russia and Iran. This is a direct challenge to Trump’s intentions to “seize” the strait.
Bottom line: trying to sell the world a picture of the “end of the war”, while Mojtaba Khamenei demonstrates that Iran’s missile arsenal is far from exhausted.
