『Action!』 WORLD hold the breath |0228 Middle East

比推Pubblicato 2026-02-28Pubblicato ultima volta 2026-02-28

Introduzione

Finally, a critical trigger moment has arrived in the Middle East, with the U.S. Fifth Fleet launching a full-scale attack led by Israel after what is described as a "well-intentioned smoke bomb" from Trump. Iran has responded strongly with multiple missile attacks targeting Israel, U.S. bases in Iraq, Qatar, and Bahrain, as well as Riyadh, Saudi Arabia. Gambling websites are predicting a parabolic increase in the probability of delayed U.S. military action against Iran. Capital and commodity markets, except sustainable and futures, are awaiting the delayed impact after Monday's opening. The author hopes those who followed earlier micro-strategy adjustments will benefit. It remains uncertain whether Iran will quickly give in as in previous confrontations—a key risk to the current strategy. The situation is being closely monitored, and readers are invited to share information and insights. The post concludes with hashtags referencing geopolitical perception and anti-fragility-based multi-asset strategies.

FINALLY, the trigger moment has arrived【Whether it becomes the biggest moment depends on whether other major players 『join in or not』】.

After Trump's well-intentioned smoke bomb was deployed, the US Fifth Fleet launched a full-scale attack, led by Israel.

This time, Iran does not appear to be as weak. So far, it has responded with three rounds of missile attacks on Israel, missile strikes on US bases in Iraq, Qatar, and Bahrain, and missile attacks on Riyadh, the capital of Saudi Arabia.

Gambling websites all predict a parabolic increase in the probability of delayed US military action against Iran. The dishes have already been cleared.

During the Asian weekend, capital markets and commodity markets—aside from sustainable and futures—can only await the delayed impact after Monday's opening. Accordingly, I also hope that friends who noticed our micro-strategy adjustments earlier will reap good returns.

We will not comment on whether Iran will be as weak as in previous instances of being attacked and then 『quickly give in (This is the biggest risk for our Micro strategy at the moment.)』.

We intend to closely follow the development of the situation. Welcome to discuss all information and developments with us.

Have a good weekend, Guys. It's a very special day.

#Post-Lighthouse Era Geopolitical and Economic Perception

#Diversified Asset Strategy Based on Anti-Fragility

Original link:https://www.bitpush.news/articles/7615392

Domande pertinenti

QWhat is the main event described in the article that has caused global attention?

AThe article describes a major military escalation in the Middle East, where the US Fifth Fleet, led by Israel, launched an all-out attack after a 'smoke bomb' from Trump. Iran has responded with multiple rounds of missile attacks on Israel, US bases in Iraq, Qatar, and Bahrain, as well as the Saudi capital, Riyadh.

QHow has Iran responded to the military actions mentioned in the text?

AIran has responded with significant force, including three rounds of missile attacks on Israel, missile strikes on US bases in Iraq, Qatar, and Bahrain, and missile attacks targeting Riyadh, the capital of Saudi Arabia.

QWhat is the potential impact on financial markets according to the article?

AThe article states that during the Asian weekend, capital and commodity markets, except for sustainable futures, are waiting for the delayed impact that will be felt after Monday's opening. Gambling websites are forecasting a parabolic increase in the probability of a delayed US military action against Iran.

QWhat is mentioned as the biggest risk to the author's 'Micro strategy'?

AThe biggest risk to the author's 'Micro strategy' is the possibility that Iran might quickly give in and surrender, as it has been 'beaten several times before'.

QWhat are the two hashtag concepts used to frame the article's analysis?

AThe two hashtag concepts are '#後燈塔時代地緣政經感知' (Perception of Geopolitical Economy in the Post-Beacon Era) and '#基於反脆弱性的多元資產策略' (Diversified Asset Strategy Based on Anti-Fragility).

Letture associate

In Jinjiang, Fujian, a Storage Super Unicorn Lies Quiet

In Fujian's Jinjiang, a city known for sportswear, lies a quiet semiconductor giant: Fujian Jinhua Integrated Circuit Co. (JHICC). Once a promising domestic DRAM manufacturer alongside Yangtze Memory and ChangXin Memory Technologies (CXMT), its journey was derailed in 2018 when the U.S. placed it on an Entity List and filed criminal charges for alleged trade secret theft. This halted production for years. A turning point came in February 2024 when a U.S. federal court found JHICC not guilty. However, it had lost crucial time. While CXMT soared to become a top-valued A-share company in 2024, JHICC, with an estimated valuation of 80 billion RMB, was just restarting. Its current output is primarily customized DDR4 chips, not the advanced DDR5/HBM demanded for AI, but it still benefits from the broader memory chip upcycle. JHICC's story is tied to Chen Zhengkun, a veteran engineer who left Micron to lead the venture. Founded in 2016 with state-backed funding, JHICC partnered with Taiwan's UMC to develop DRAM technology. Rapid progress was cut short by the U.S. actions, which Micron initiated, partly due to its heavy reliance on the Chinese market. Post-sanctions, Chen's team worked to rebuild the production line with reduced reliance on U.S. technology. According to its records, JHICC achieved small-scale production and revenue growth under immense pressure. It now focuses on the stable "niche" DRAM market (e.g., TVs, routers) with a monthly capacity of ~40,000 wafers, aiming for 60,000 by 2026. It holds over 1,000 patents but remains on the Entity List. For Jinjiang, investing in JHICC was a bold industrial leap. The local government provided unwavering financial and logistical support during the crisis, helping the company survive. JHICC has become the anchor for a growing local semiconductor cluster. Though its scale lags behind domestic peers, JHICC's persistence symbolizes a hard-won foothold in a global market long dominated by Samsung, SK Hynix, and Micron. Having missed one boom, it seeks a place in the new AI-driven memory supercycle.

marsbit40 min fa

In Jinjiang, Fujian, a Storage Super Unicorn Lies Quiet

marsbit40 min fa

Amid a 38GW Power Shortage, Why Have Bitcoin Mining Facilities Suddenly Become the New Gateway to AI Compute?

Under the impending threat of a 38GW power deficit projected for US data centers between 2026-2028, decommissioned Bitcoin mining sites are emerging as critical infrastructure for AI compute. A growing number of listed North American miners—including TeraWulf, Hut 8, and Cipher Mining—are pivoting to become "Powered Shell Providers." They are repurposing their existing assets: pre-approved grid connections, land, and substations to offer ready-to-use data center shells to cloud providers and AI companies. This shift capitalizes on the severe bottleneck in securing new, large-scale power access, which can take 5-7 years. Analysts at Morgan Stanley estimate retrofitted mining facilities could supply 10-19GW of the needed capacity. The core value proposition is no longer cryptocurrency mining, but selling a scarce "time to power" advantage in the race for AI infrastructure.

华尔街日报40 min fa

Amid a 38GW Power Shortage, Why Have Bitcoin Mining Facilities Suddenly Become the New Gateway to AI Compute?

华尔街日报40 min fa

Michael Saylor: 'We Never Said We Would Never Sell Bitcoin'

Michael Saylor stated that his company never made a commitment to never sell its bitcoin holdings, though it expects to remain a net buyer of bitcoin long-term. His comments came following reports that the company had received new authorization to sell up to $5 billion in bitcoin. Saylor clarified that this authorization is not new and was announced on June 29th as part of the company's capital management strategy. He emphasized that the authorization permits but does not obligate sales for specific purposes and that no new approval has been announced. Saylor also noted the company never officially adopted a "bitcoin will never be sold" policy.

cryptonews.ru1 h fa

Michael Saylor: 'We Never Said We Would Never Sell Bitcoin'

cryptonews.ru1 h fa

The 'Summer Saw' Continues: A Break Above $67,000 Could Signal the Start of Bitcoin's Rally

Bitcoin continues to consolidate within a $58,000–$67,000 range, with its price dropping to $62,217 on August 1st. Analysts are divided on the next direction. Trader Crypto Candy suggests a potential drop towards $60,000 if the price remains below $66,000. Investor Jelle refers to the prolonged sideways movement as a "summer saw" and maintains a dollar-cost averaging strategy. The key upside scenario hinges on a breakout above $67,000. Daan Crypto Trades states that without this, the movement risks being just an extended pause. Roman projects a sharper rise to $70,000–$80,000+ if a breakout occurs with sufficient volume. Macro-analyst Gert van Lagen views this as an accumulation phase within a multi-year "cup and handle" pattern. He notes that long-term holders are refusing to sell, as indicated by the NUPL metric staying far from capitulation. In summary, the market is in an accumulation phase, with the $60,000 and $67,000 levels being critical. A break above $67,000 could initiate significant growth, while a fall below $60,000 may lead to further decline. The recent pullback shows that legislative catalysts have provided only short-lived momentum, raising questions about the sustainability of any future breakout attempts.

cryptonews.ru2 h fa

The 'Summer Saw' Continues: A Break Above $67,000 Could Signal the Start of Bitcoin's Rally

cryptonews.ru2 h fa

Must-Watch Events Next Week｜CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

**Summary: Key Events and Developments to Watch (August 3-9)** The upcoming week is marked by significant financial disclosures, key legislative deadlines, and notable product updates. **Major Financial Events:** Several companies are scheduled to release their Q2 2026 earnings. American Bitcoin (ABTC) will report on August 3, followed by SpaceX and Hut 8 Mining Corp. on August 4, and Circle on August 5. Notably, a significant portion of SpaceX shares (up to 12% of total shares) will be unlocked on August 6 following their earnings release. **Key Legislative Deadline:** The U.S. Senate faces an August 7 deadline to secure 60 votes for the CLARITY Act, a bipartisan bill aiming to establish a federal regulatory framework for cryptocurrencies. The Senate may hold a full vote on the bill during the week. **Economic Data:** The U.S. July Non-Farm Payrolls report will be released on August 7, providing crucial labor market data. **Technology & Product Updates:** * **Shutdowns:** DeFi portfolio tracker Zapper and wallet app Ctrl Wallet will cease operations on August 3. * **Upgrades:** LayerZero will deprecate its v1 relayers on August 3. XRP Ledger's new version 3.3.0, featuring five new functions, is expected next week. * **AI:** Elon Musk announced that the advanced Grok 4.6 AI model is set for release around August 7. * **Bitcoin:** The BIP-110 forced signaling for a potential Bitcoin network change is scheduled to begin around August 8. **Other Notable Events:** Chinese robotics firm Unitree Tech has set its preliminary price inquiry for its IPO for August 5. South Korean exchange Upbit will delist AQT and AERGO tokens on August 3.

marsbit2 h fa

Must-Watch Events Next Week｜CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

marsbit2 h fa

Trading

Spot