Public posturing aside, in Iran Ghalibaf has a reputation for being irreligious opportunistic corrupt strongman, Trumps favourite kind of leader. Makes total sense that if there is a detente it will involve him.

Ghalibaf as defacto leader has incentive to deny talks until agreement is finalized, Trump has opposite incentive to calm markets, nothing is confirmed but the bears triumphantly retweeting denials don't understand geopolitics anymore than they understand markets. Embarrassing.

in 2020 bears said it was depression inc, in 2022 it was the 70s come again, 2024 was recession, 2025 Trump tariffs would cause inflation spiral. But surely this time will be different and bears posting AI slop and retweeting Islamic Republic officials will be vindicated.

What seems more likely, that this a buying opportunity that resolves in a gigantic green candle, as has been the case for the last decade consistently, or that the people who have been saying "Stagflation" while getting blown out all cycle long are right and doom is here.

It sounds like cope but purely factually and substantively we are very early in the crypto timeline, survivors and true believers will be massively rewarded as always, the haters will be silenced, the normies will return. No doubt.

$BTC is superior to gold in every way possible, the disconnect is generational from the boomers that run central banks. People moving wealth around in times of crisis aren’t going to be using duffle bags full of gold bars, they’re going to be using the blockchain.

I am also longing $TIA here, consistent outperformance in 2026, great structure, will benefit from eth etf inflows, plus the dumbest people in crypto hate it and have no idea how it works, as good as it gets confluence wise imo.

Crypto is outperforming gold and equities since the war started for a simple reason, lower trust world means trust-less assets get repriced higher and higher.

The conflict in Iran internally is between right wing theocrats and right wing monarchists, there is no outcome that will make liberals especially Iranian liberals happy, thus the discourse on here is dominated by concern trolling and “no good options” cope.

I like $SUI here a lot, don't have conviction on a trend but seems impossible to me that these range highs don't get swept soon. Very clear invalidation and obvious liquidity bounty to the upside.

No one on the planet copes harder than Sunni Arabs. The people that destroyed Syria are still there, sexually enslaving women and killing minorities with the backing of the government, it wasn’t Iran or Israel or the west that destroyed Syria, it was Syrians themselves.

The outcome of this conflict is going to be Israeli and American domination of the region, which means more stability and economic growth, crypto and Israeli stocks have caught wind of this and soon equities will too.

I believe Israel is clandestinely supporting the return of the Shah to Iran and I don't think the conflict ends until that happens. Even in the event of a civil war and a US withdrawal Israel is not going to withdraw or accept a continuation of the Islamic Republic in any form.

American imperial dominance reinforces dollar dominance. Dollar dominance then suppresses borrowing costs. Lower borrowing costs support and amplify U.S. living standards. US Empire and the maintenance and expansion of it are essential to the American way of life.

You can obviously debate the ethics and morals, but anyone telling you there’s no strategic benefit for America toppling the current Iranian government is economically and geopolitically illiterate.

Wait wait wait, the US is in open war with Iran, all the strait of hormuz doomers are wrong, all the WW3 predictors are wrong, US imperial dominion is expanding...and people are bearish lol? Alarming and confusing.