🚩🙏 MARKET REACTION to the peace deal between the USA and Iran
Donald Trump announced that the peace agreement with Iran will be signed this Sunday.
🤔 How will the market react? What do you think about this? Drop your thoughts in the comments. Curious to read ━━━━━━━━━━
In the meantime, I stumbled upon the opinion of a very influential influencer who believes that if the deal actually happens:
🔹Oil will continue to drop - the peak is already behind us
🔹The stock market will go bullish
🔹Bond yields in the USA and Japan will significantly decrease
🔹Bitcoin will gain upward momentum due to positive inflows into ETFs
🔹As yields drop, the ETH/BTC pair will start climbing, and DeFi will get a strong boost
Liquidity will flow back into risk-on assets (crypto) as the market seeks opportunities. After the IPO of SpaceX, it's likely that a portion of capital will flow directly into crypto 👍👍👍
📌Ukraine - RF -Zelenskyy is set to meet with Trump on Tuesday at the G7 meeting -Ukraine is requesting $20 billion for PBO and long-range strikes to ramp up pressure on RF -Confirmed the death of an 18-year-old Russian soldier born in 2008
📌Iran - USA -Trump announced a deal with Iran for tomorrow: promises to halt the nuclear program and open the Hormuz Strait -Israel criticizes the agreement, calling it a "crappy deal," while Iran adjusts its approach to nuclear facilities in Isfahan -Pakistan and Qatar are facilitating the process, preparing electronic signatures and financial aid to unblock assets
📌Geopolitics and Defense -Defense cooperation between France and Germany is evolving: the MGCS tank project is close to collapse, Airbus is seeking a partnership with Swedish Saab -Somalia warns that Israel's rapprochement with Somaliland is a geopolitical trap for the region -The USA liquidated the leader of the Venezuelan gang Tren de Aragua with a rocket strike
📌Technologies and Incidents -The US government has banned foreigners from accessing new AI models from Anthropic -Four leading banks in Iran are paralyzed by a probable cyberattack -In Brazil, a 21-year-old girl died while skydiving due to lack of insurance
📌Ukraine-RF - EU Membership: All countries in the Eurozone have agreed to kick off negotiations regarding Ukraine and Moldova's membership - Effectiveness of UAVs: In May, 90.75% of "Shaheds" were taken out, with drones now playing a crucial role in interception - Putin acknowledges the slow grind in Ukraine. In Moscow, PPM systems are being widely installed on the roofs of residential buildings
📌USA-Iran - The parties are closing in on signing the "Islamabad Memorandum." Trump estimates the likelihood of an agreement at 80-85%
Key points of the agreement: - Complete cessation of hostilities and lifting of the maritime blockade - The Hormuz Strait opens, but now it's under the sovereignty of Iran and Oman - passing ships are now subject to fees - Creation of a reconstruction fund for Iran amounting to $300 billion funded by the USA and allies - Iran will not develop nuclear weapons, but its missile program will remain beyond the scope of discussion
- Israel opposes the unfreezing of Iranian assets
📌Money and Tech - Elon Musk: The world's first trillionaire ($1.1 trillion) after SpaceX goes public - AI in warfare: Anthropic confirmed assistance to military with the Claude model, but emphasized that final decisions on strikes are made by humans
📌Miscellaneous - NATO: The USA will reduce its air presence in Europe from 150 to 100 fighters - Court: The former president of South Korea was sentenced to 30 years in prison for provoking a crisis with KND ___P - Weapons: Turkey successfully tested maritime missiles ATMACA and heavy torpedoes AKYA
💥💵$1,2 TRILLION pumped into the market after Trump's statement
The market exploded after Trump called off airstrikes on Iran and announced that a deal between the US and Iran will happen soon. (of course it will🤭)
🔹S&P 500 +1.33% - market cap increased by $890 billion 🔹Nasdaq +1.75% - market cap increased by $670 billion 🔹Dow Jones +1.22% - market cap increased by $150 billion 🔹Russell 2000 +1.70% - market cap increased by $56 billion
Even our beloved crypto jumped a bit too))
$BTC added a whole thousand (OH MY‼️‼️)
+ less than 24 hours left until SpaceX IPO.
How about you? Are you also getting sick of looking at the charts of this stale crypto?
📌US-Iran -The US carried out a series of "defensive" strikes on PPO facilities, radar stations, and drone command centers in Southern Iran. They used 49 Tomahawk missiles. -Iran's response: Iran attacked US bases in Bahrain, Kuwait, and Jordan. -Marine blockade: Iran announced the closure of the Hormuz Strait to all vessels. The US has already taken out a third tanker that violated the Iranian oil blockade this week.
📌Trump's Diplomatic Chaos -Rapid cancellation of the strike: Trump stated that he canceled the planned evening bombing since the Iranian leadership approved the text of a new agreement. -Simplification: Israel and official Iran deny the existence of any agreements. Tehran stated that the US is simply trying to cover up its retreat. -Before announcing the "agreement," Trump threatened to fully take control of the Kharg Islands and Iran's entire oil infrastructure.
📌Other -The UK Defense Minister stepped down due to the government's refusal to increase defense funding amid growing threats. -The Israeli cabinet is preparing to approve funding plans for 61 new settlements in the West Bank. -In Pakistan, a military Mi-17 helicopter crashed with 22 people on board, including high-ranking officers. -Tension in the Mediterranean: Turkey called the military agreement between France and Cyprus illegal and stated that its airspace was violated by Greek aircraft.
Things didn't turn out as expected - real stocks are UNAVAILABLE🚫 for Ukrainians =(
So let's take a look at their tokenized versions Because the latest ones are actually accessible👍 ━━━━━
🔷Tokenized stocks are digital versions of real stocks. They are issued on the blockchain in the form of tokens.
📍How does it work? Special licensed institutions buy shares of real companies (NVIDIA, APPLE, etc.) and hold them
Then they mint digital tokens of these stocks on the blockchain. (Bought 1 real share - created 1 tokenized version)
The value of tokenized stocks is updated in real-time through price data channels and blockchain oracles ensuring price accuracy.
(So it doesn't happen that a real stock costs 200, and the tokenized one is 150). ━━━━━
📍Advantages: - Trading 24/7: no need to wait for the opening of stock exchanges - You can buy just a fraction of an expensive stock - Global access from anywhere in the world without intermediaries - Instant settlements: transactions are processed in seconds - DeFi: using stocks as collateral
📍Disadvantages: - Rights: do not grant voting rights or participation in shareholder meetings - Regulation: rules for such assets are still unformed - Liquidity: sometimes quickly selling large volumes can be tricky
Tokenized stocks make investments more accessible and flexible, but they also carry their own risks
Binance has recorded звіт in its first week of direct investment services in US stocks.
Key Points: 🔸Awesome engagement: about 10% of unique visitors registered, and 64% of them jumped straight into trading.
🔸Over 80% of trading volume comes from developing countries. This indicates high demand where traditional access to the US market is limited by complex banking and high fees.
🔸Low entry barrier: the minimum investment on Binance is only $5 (compared to 500-10,000 with traditional brokers). Almost 39% of all trades were for amounts less than $100.
🔸Young user base: 25% of users are millennials under 25 years old, for whom crypto infrastructure makes more sense than traditional finance. ━━━━━━
What are they buying?
🔸57% of volume - IT and AI sector (semiconductors and steel).
🔸Among the most popular: NVDA, GOOGL, MRVL, TSLA, and the index fund QQQ.
🔸Interestingly, 70% of users demonstrate a hold strategy rather than quick speculation.
Binance Research predicts that by 2031, crypto exchanges could attract close to 300 million new investors globally, adding an additional $2 trillion in capital.
And here, stablecoins become a connecting link between crypto and stocks🔥 ━━━━━━
The only downside to all of this - the service is unavailable for Ukraine😅🤭
📌Ukraine - RF - Ukrainian forces hit a factory in Cheboksary and an oil refinery in Samara - Zelensky officially declared June 11th as the Day of UAV Forces of the Armed Forces of Ukraine
📌Iran - USA - The USA launched a series of airstrikes on Iranian systems and radars in the Strait of Hormuz in response to the downing of an American Apache helicopter by Iranians - Counteractions: Iran attacked US bases in Bahrain and Jordan. Jordan reported intercepting 5 rockets. - Maritime blockade: Trump announced the successful export of 100 million barrels of oil bypassing Iran due to the "steel wall" of the American fleet. - Iran stated that the strikes undermined diplomatic efforts and refused direct negotiations in Qatar
📌World - Belfast: A mass uprising and arson erupted in the city after an attack by a foreigner on a local resident - Erdogan's threats: The President of Turkey stated that Israel's actions threaten Turkey's security and promised a harsh response in case of encroachments on the country's interests - Taiwan: For the first time conducted live-fire drills with HIMARS on the western coast, preparing for possible defense
📌Economics - Inflation in the USA jumped to 4.2% due to a sharp rise in energy prices amid the conflict
📌Ukraine - RF - Zelensky emphasized that Ukraine will continue to utilize its long-range capabilities in response to Russian shelling. - New EU restrictions: Ursula von der Leyen proposed banning entry to all Russian military personnel and also blocking crypto services for third countries that help the RF circumvent sanctions.
📌Iran - USA - A US Army AH-64 Apache helicopter crashed in the Strait of Hormuz area; the pilots were rescued. Trump stated that the aircraft was shot down by an Iranian Shahed drone. - The USA is preparing a response while Tehran claims violation of its airspace and readiness for countermeasures. - Nuclear deal: The USA has allocated $3 billion to Iran in exchange for a ceasefire. A 15-year moratorium on uranium enrichment is being discussed. - Trump proposes a "Marshall Plan" for Iran in exchange for 50% of their oil.
📌Middle East - IDF is heavily striking the city of Tiberias (Lebanon). - Netanyahu is preparing the cabinet for a confrontation with Iran without US support.
📌Other - Hungary: Parliament has drastically (by 40-50%) cut the salaries of Prime Minister Peter Marki-Zay and other top officials. - ICC: The International Criminal Court has suspended Chief Prosecutor Karim Khan over allegations of misconduct. - Teams from Uzbekistan and Iran are reporting discriminatory checks and ticket scalping ahead of WC-2026 in the USA.
📌Ukraine - RF -Russian strike drone hit public transport in Zaporizhzhia -Explosion occurred at a large munitions depot in Belgorod region
📌Iran - Israel -Massive Iranian attack: Iran launched dozens of rockets and drones at Israeli airbases Tel-Nof and Nevatim in retaliation for previous strikes. Celebrations occurred in Tehran and Lebanon marking the launches -Israel responded with airstrikes on PPO facilities and a petrochemical complex in Mahshahr -Trump announced progress in ceasefire negotiations and urged parties to cease fire. Following his remarks, Israel temporarily paused attacks
📌Moscow Blockade -Yemeni Houthis declared a total ban on Israeli shipping in the Red Sea and attacked the Jaffa area -US Navy took out the tanker M/T Marivex, which was attempting to break the blockade towards Iran
📌Other -Market crash: Stocks in Asia tanked; trading in South Korea was halted due to a 9% drop in Kospi -Powerful earthquake (7.8 magnitude) in the Philippines caused severe destruction -China's leader arrived in Pyongyang for the first time in seven years, where he personally met the leader of North Korea -Elections in Armenia: Nikol Pashinyan announced his victory in parliamentary elections -France and Germany effectively halted joint development of the next-generation fighter (FCAS/SCAF) due to disagreements between companies
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🔻Israel launched strikes on the outskirts of Beirut. In response, Iran for the first time since the April truce fired rockets at Israel.
🔻After the Iranian strike, Israel targeted military sites in Iranian territory - explosions in Tehran, Isfahan, Tabriz, and Karaj.
🔻Trump called Netanyahu and urged him not to derail negotiations with Tehran, yet Israel still carried out strikes.
🔻Trump stated that new strikes between Israel and Iran should NOT derail negotiations for a peace agreement. Trump hopes that Israel will not respond to Iran's actions, as this could lead to a multi-tiered escalation.
🔻Iran labeled the U.S. actions as a violation of the truce and stated that Washington bears responsibility for further escalation in the region.
🔻The Speaker of the Iranian Parliament: due to U.S. support for Israel, American military bases in the region become "legitimate targets."
🔻In the Gaza sector, Israel continues military operations. Meanwhile, Egypt is conducting a new round of negotiations with Hamas regarding a ceasefire.
🔻Brent crude oil is back above $95 per barrel - the market anticipates further aggravation of the situation. ━━━━
Trump: "Final negotiations for a peace agreement will continue, unless someone's incompetence or foolishness gets in the way. The blockade will remain fully in place until a final agreement is reached. Events will start to unfold quickly."
‼️BREAKING: Iran-Israel. STRIKE -Covert strike: just now Iran launched a few waves of ballistic missiles at Israeli territories. KIVIR stated it was a "preventive" response to the attack on Lebanon, particularly the strike on the Ramat-David airbase. -Reaction: Israel claimed interception of the targets and is gearing up for a "strong response." Ben-Gvir called for strikes on Tehran, and a number of officials are asking the USA for permission to attack Iranian energy facilities. -Aside from the missile attack, there was a terrorist act in the Sharon region with casualties.
📌Trump's Position -Restraint: Trump referred to the conflict with Iran as "military exercises" and stated he will call Netanyahu to dissuade him from retaliatory strikes. -Negotiations: He praised the new Iranian leader Mojtabai Khamenei for his "rationality" and readiness for dialogue. -Scandalous interview: Trump abruptly ended an interview with NBC, accusing journalists of corruption.
📌Ukraine -Zelensky in an interview with Sky News stated that Ukraine will not "silently die" and will continue to carry the war into Russian territory, particularly with drone strikes on Moscow and Saint Petersburg.
📌Global Events -Armenia: Elections that will determine the future: pro-Western course of Pashinyan or a return to the orbit of the Russian Federation. -Britain: Critical weakening of the fleet - all 5 Astute-class submarines are undergoing repairs. -Cuba: Start of weapons distribution to civilians through fears of foreign invasion. #news #politics
What are the targets? How are your portfolios holding up?
Let’s dive in together) ━━━━━━━━━━━
🔻Bitcoin just broke a new yearly low - $59,127, and with it, $300 BILLION in market cap evaporated
🔻 $ETH fell to $1,500 for the first time in a year - another $60 BILLION down. ETH decided to remind us what real pain feels like. We've seen something similar back in April 2025
🔻Bitcoin-ETF dumped $1.72 BILLION $BTC in a week - the second largest sell-off since launch. The institutions that were supposed to "save" the market are the first to flee😅
🔻In just 7 days, $5.7 BILLION in longs got liquidated. My condolences🤭
🔻Saylor and Tom Lee collectively "lost" $22.5 BILLION in unrealized losses. But I'm sure they're still buying, no doubt 🤭
🔻And the cherry on top - Zcash crashed by -60% after a critical bug was found. Another $60 BILLION down. Just someone found a bug and it all went south😐
🔻On top of all this, there are rumors about some unrest near Taiwan ━━━━━━━━━━━
But there’s one rule in crypto: when the market is in complete chaos, FUD is rampant, and everyone is shouting "it's all over" - that’s exactly when you need to buy.
What do you think? Are you buying Bitcoin yet or waiting for a further dump?
📌Ukraine-Russia -Ukraine has launched over 400 drones across Russian territory. Military targets, oil, and port infrastructure are under fire. -Drones attacked a naval plant in Kronstadt (near St. Petersburg) and an oil depot in Krasnodar region. -Russians are deploying Mi-26 helicopters to drop "Pantsir-SMD" systems on rooftops in Moscow to protect the capital.
📌USA-Iran -US forces shot down 4 Iranian kamikaze drones, after which they struck Iranian radar stations. -Iran launched 7 ballistic missiles at US targets in Kuwait and Bahrain (6 intercepted).
📌Middle East -Spy scandal: The US raised the threat level from Israeli intelligence to "critical" due to suspicions regarding American officials. -In the occupied West Bank, during an exchange of fire with Israeli forces, a 7-month-old Palestinian infant was killed. -An Israeli strike in Nabatya killed several Lebanese soldiers, including a high-ranking officer (brigade general).
📌Other -Trump pardoned former Congressman Stephen Buyer, who was convicted for insider trading. -In India, 22 million subscribers on Instagram supported the "Cockroach Janta Party" - Indian youth in masks protest against corruption in the exam system. -India's population is set to start declining in the coming decades, as the birth rate has fallen below the replacement level.
I came across an interesting post on Twitter from Infla, who's always raging about crypto and Trump)
🔥"Make Crypto Great Again" 🔥"We're gonna make America the crypto capital of the world" 🔥"Crypto will skyrocket to levels that...." blah blah blah🥴🥴🥴 ━━━━━━━━━━━━━━
But what’s the reality?
In reality, if you had invested $10,000 when Trump took office, now you’d be left with: