不逍遥

June 22, 2025

The United States dispatched B2 stealth bombers to strike three nuclear facilities in Iran. To prevent this airstrike from directly affecting the U.S. stock market, Trump specifically chose to carry out the attack on the weekend, resulting in no major issues for the U.S. stock market temporarily; however, our crypto assets bore the brunt of this negative news. Especially the price of Ethereum, which seemed to have been bombed, led the decline in mainstream assets today, dropping to nearly $2200.

With the U.S. personally intervening in the Iranian nuclear crisis, it is highly likely that Israel is insufficient to withstand Iran's comprehensive counterattack. Will the situation escalate further? Looking at the current national structure of Iran, given its dictatorial rule, the probability of it directly confronting the U.S. is extremely low. However, the Middle East powder keg may experience a chain reaction of explosions, and the flames of war could escalate at any moment. We are not in a peaceful era; we are merely in a peaceful country. Wars harm the common people, but there is nothing we can do; the entire history of the world is a history of wars.

From this perspective, the short-term market outlook may still not be optimistic. We need to see how the U.S. stock market performs on Monday. The crypto market, having entered a consolidation phase, faced this sudden event, which essentially means it has already declined in advance. As long as the U.S. stock market does not crash, there will likely not be further declines. What is even more noteworthy is that the price of Bitcoin remains above 100,000, as stable as Mount Tai, which is also the most important source of confidence for the second half of the year.

In terms of operations, since I have previously reduced my position by 20%, and given that Ethereum has seen a significant decline, I have gradually bought back in, currently returning to a 90%+ operational state. The core basis for this is that, in terms of time, we can still afford to wait. Even if we start in September-October, there is still time. Once the Fed's interest rate cuts arrive as expected in the second half of the year and the situation in the Middle East calms down slightly, perhaps we will see an upward trend.

Thank you for your attention and likes.

$Jager Last chance to board, all in all in all in

$Jager buy the dip