The Market Updates

🇺🇸🇱🇧 U.S Embassy in Beirut tells Americans to leave Lebanon immediately

Combined with the State Dept.'s warning for residents to get out of Iran, it's not looking good for a peace deal.

Tesla's earnings just revealed none of their $900 MILLION Worth of Bitcoin were sold.

Elon Musk is holding 🚀

THIS IS MASSIVE

🇺🇸 Admiral Paparo confirms the U.S. military is running a Bitcoin node.

“We have a node on the Bitcoin network right now. We're doing operational tests to secure and protect networks using the Bitcoin protocol.”

$BTC has broken above its weekly bull market support band for the first time since October 2025.

Bulls are getting in control.

BREAKING: 🇺🇸 President Trump says Iran has called off the planned execution of 8 women protestors after his personal request.

4 will be released immediately. 4 will serve one month in prison.

“I very much appreciate that Iran, and its leaders, respected my request.”

THIS IS INSANE

Another $430M oil short was reportedly placed just 15 minutes before Trump announced he would extend the ceasefire with Iran.

This is the fourth time that a large bet on oil prices were placed ahead of major Iran war-related announcements.

The CFTC’s investigation into this matter is ongoing.

THIS IS BULLISH FOR ALTCOINS

The trendline that acted as resistance since the October 6 market peak has been broken.

A retest and bounce have also been confirmed on the daily chart.

Altcoins may move higher if the breakout above the $762 billion market cap is confirmed.

THIS IS THE MOST IMPORTANT CHART RIGHT NOW.

"Stablecoin Dominance."

It's now at a 7-month support trendline, which has resulted in lower highs for Bitcoin and alts.

If Stablecoin dominance breaks below this zone and stays there for some time, billions in liquidity will flow into $BTC and alts.

BREAKING:

NASDAQ JUST HIT NEW ALL TIME HIGH 🚀

THIS IS VERY INTERESTING.

$400,000,000 in USDC has been minted in the last 30 minutes.

And the entire amount has been transferred to Coinbase.

Also, Coinbase Bitcoin Premium has been going up today, which means someone is aggressively buying here.

🔥HUGE:

$510,000,000,000 has been added to the US stock market in just 3 MINUTES.

🇮🇷 Iran just published a detailed map of undersea internet cables running through the Strait of Hormuz, describing them as highly vulnerable.

- At least 7 major undersea cables pass through the strait
- Over 97% of global internet traffic for e-commerce, cloud services and communications runs through them
- The report describes the strait as a "vulnerable point for the digital economy of Gulf countries"
- Similar cables in the Red Sea have already been disrupted during the conflict

Source: Tasnim

This feels UNREAL

When the US-Iran war started, everyone thought Bitcoin would crash and gold would surge as a safe haven during rising geopolitical tensions.

But it played out differently.

Since the war began,GOLD is still down -17%, with $4.5 Trillion loss in value

Meanwhile, BITCOIN has been up 20%, hitting the highest level in 2 months, adding $320 billion to its market cap.

🚨IRGC strikes big!

Iran attacked two European-flagged vessels attempting to pass through the Strait of Hormuz, and seized two more vessels and docked them at Iranian ports!

Iran is retaliating proportionally to the U.S. naval blockade and the seizure of Iranian vessels. This is a critical IRGC response to preserve its leverage over the Strait of Hormuz and counter U.S. pressure. If Iran did not respond in kind, the balance of power would tilt in Trump's favor. If Trump escalates now, IRGC will respond in turn, placing Trump in an uncomfortable position. Trump believes he has already achieved his military objectives and that through a mix of negotiation and intimidation, he can force a deal on Iran’s nuclear program and the Strait of Hormuz.

Arab, European, and other countries will now likely pressure Trump to lift the naval blockade on Iranian ports. If he does, Iran will reopen the Strait of Hormuz. However, Trump, the impulsive lunatic, will likely be tempted to escalate further, even if his options are narrowing.

Iran has effectively leveled the playing field for negotiations. The balance has shifted.

Also, the IRGC Navy, the same navy that Trump claims to have sunk, used its speed gunboats (attached file photo) to attack and seize the vessels.

🇪🇺🇺🇦 EU ambassadors have approved a €90 billion loan to Ukraine after Hungary lifted its veto.

- Hungary dropped its opposition after Ukraine resumed Russian oil flows through the Druzhba pipeline to Hungary and Slovakia
- Ambassadors also approved a fresh package of Russian sanctions that Hungary and Slovakia had been blocking
- Ukraine was weeks away from running out of money
- The funds will cover both military and government spending
- Hungary's incoming PM Magyar has signaled a more pro-EU approach when he takes office next month

Source: Bloomberg

🇺🇸🇮🇷 Trump is giving Iran 3 to 5 days to get its house in order before the ceasefire ends.

Here's what's actually happening behind the scenes:

- The IRGC and Iran's civilian negotiators are openly at war with each other, with neither side having access to a barely responsive supreme leader
- When Araghchi announced Hormuz was open, the IRGC simply refused to implement it and publicly attacked him
- Vance had his bags packed for Islamabad. Air Force 2 sat on the tarmac for hours. Iran gave the green light Monday night, then reversed it Tuesday morning
- Witkoff and Kushner flew from Miami to Washington instead of Islamabad
- At Tuesday's national security meeting, Trump's own advisers didn't know if he'd choose strikes or more diplomacy. He chose diplomacy, for now
- Multiple U.S. officials say Trump doesn't want to use military force anymore and wants out of an increasingly unpopular war
- The blockade stays
- What everyone is waiting for: Khamenei to break his silence and give his negotiators a clear directive

Trump's leverage:

"Iran is starving for cash and can't even pay their military and police"

Source: Axios

BREAKING:

Iran has warned U.S. blockade is “ACT OF WAR,” and threatens military retaliation.

Iran says the U.S. naval blockade must be met with force.

Iran authorities have officially rejected Trump’s ceasefire extension and warned of escalation.

They said any attack on Iranian ships could lead to retaliation, including “an oil tanker for an oil tanker.”

THIS IS ABSOLUTELY UNBELIEVABLE

Over the past 13 years, Bitcoin has followed a consistent timing pattern in both bear and bull markets.

Bear markets last around 406 days

Bull markets last around 1,064 days

The current downtrend has lasted about 210 days so far, roughly halfway through the usual cycle.

This time might be different from what majority expects.

Am I the only one thinking this bear market could be shorter?

In 2022, people were calling for a $10,000 bottom, but it never happened. Instead, BTC surged to an all-time high of $126K.

Now, the same people may be calling for a $30,000 bottom.

But this cycle could be different, as it’s increasingly driven by institutional liquidity.

Michael Saylor’s strategy has been aggressively accumulating Bitcoin. In 2026 alone, the firm has purchased nearly $10 BILLION worth of BTC.

While he described the current correction as “a milder bear market than before.”

If regulatory clarity improves, such as the passage of the Clarity Act, and aligns with a more accommodative Fed policy, including potential rate cuts, we could see a strong catch-up rally for BTC.

🇺🇸 TRUMP JUST SAID

Iran ceasefire is being extended at Pakistan's request, but the military blockade stays in place.

“Iran must submit a unified proposal or strikes are back on the table.”