# Сопутствующие статьи по теме Geopolitics

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Geopolitics", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

How to Deal with Trump? Here's the 'Deal-Maker's Playbook'

The Kobeissi Letter outlines a consistent 10-step "conflict playbook" used by former President Trump in geopolitical and trade disputes, from Iran to tariffs. It begins with verbal pressure and strategic posturing, often followed by "Friday night surprise" actions to allow market digestion. Markets initially bet on quick deals, but Trump’s "forever war" rhetoric reverses optimism, forcing repricing. A conditional de-escalation signal (like Trump’s recent Iran comments) emerges when structural market stress (oil >$90, stocks down 5%) or political costs mount. Eventually, deals are struck, triggering violent market reversals due to defensive positioning. Three scenarios are projected for the next 2-4 weeks, all pointing to an eventual agreement—Trump’s conflicts consistently end with deals, not prolonged war.

marsbit03/11 02:09

How to Deal with Trump? Here's the 'Deal-Maker's Playbook'

marsbit03/11 02:09

March 11 Market Summary: The War Still Isn't Over, Oil Prices Drop Another 15%

Market Summary March 11: War Continues, Oil Plunges 15% Wall Street remained indecisive as conflicting signals emerged regarding the Iran conflict. The Dow fell 34 points (-0.07%), the S&P 500 dropped 0.21%, and the Nasdaq barely moved (+0.01%). While Trump claimed the war was "largely over," the White House clarified that military operations were escalating and the Strait of Hormuz remained closed. Energy stocks led declines as oil prices continued to fall. Chip stocks, including Nvidia and Micron, rose on strong demand signals from TSMC. Oil prices crashed another 15%, with Brent at $87.80 and WTI at $83.45. Despite a two-day cumulative drop of over 30%, prices remain 25-30% above pre-war levels. Trump administration comments about war resolution triggered selling, but the Pentagon later emphasized the conflict would continue until "decisive victory." Gold surged 2.44% to $5,228/oz, and silver jumped 6.25%, erasing Monday’s losses. Lower oil prices eased inflation fears, boosting Fed rate cut expectations and safe-haven demand. Bitcoin briefly surpassed $70,000 before retreating to the $69,000–$69,500 range. It faces resistance near $71,500, but institutional buying and potential short squeeze conditions suggest upward momentum. The market’s core conflict remains: trusting Trump’s optimism about war resolution versus the Pentagon’s reality. If diplomacy succeeds, oil may fall below $70 and stocks could rally. If the war persists, oil may rebound above $100, risking another market downturn.

marsbit03/11 01:46

March 11 Market Summary: The War Still Isn't Over, Oil Prices Drop Another 15%

marsbit03/11 01:46

Crypto market jumps $150B amid oil swings: Short-term lift or sustained trend?

Investor sentiment is currently dominated by oil market volatility, driven by escalating Middle East tensions and key supply risks at the Strait of Hormuz. A recent social media post by former President Donald Trump warning Iran against disrupting oil flows triggered significant market reactions. Oil prices dropped sharply, while the total crypto market cap surged by $150 billion in under 48 hours, with Bitcoin reclaiming $70k. This highlights the growing correlation between energy markets and crypto as a risk asset. However, the sustainability of this trend remains uncertain due to ongoing geopolitical risks. Rising long positions in oil also create potential for a sharp long squeeze, which could further impact crypto markets.

ambcrypto03/10 22:02

Crypto market jumps $150B amid oil swings: Short-term lift or sustained trend?

ambcrypto03/10 22:02

Iran Conflict Noise Sends Crypto Higher, But Analysts See Limited Upside

Bitcoin briefly surpassed $70,000 amid market reactions to U.S.-Iran conflict developments, as Trump’s comments suggesting de-escalation triggered a 3% crypto rally. Falling oil prices eased inflation fears and boosted risk assets. However, analysts caution that the rally may be short-lived, citing contradictory signals from U.S. officials and Iran’s denial of military defeat. Crypto remains tied to oil-driven macro sentiment rather than independent momentum. While a genuine ceasefire could spur a stronger rally, ongoing uncertainty suggests limited upside until geopolitical conditions clarify.

bitcoinist03/10 18:02

Iran Conflict Noise Sends Crypto Higher, But Analysts See Limited Upside

bitcoinist03/10 18:02

Trump's One Sentence Extinguishes Oil Prices, Crypto Fights Back

Trump's remarks triggered a sharp reversal in oil prices, which plummeted by over 30% in a single day after briefly surging to $110 per barrel, while Bitcoin rebounded strongly, reclaiming the $70,000 mark. The dramatic shift followed Trump's暗示 that military operations in the Middle East were "progressing very well and ahead of schedule," suggesting major objectives were largely achieved and a resolution would come "very soon." This eased market fears of a prolonged conflict and potential disruption to the Strait of Hormuz, a critical oil transit route. To further stabilize oil supply, Trump announced plans for U.S. naval escorts for tankers, potential sanctions exemptions for energy exports, and the release of around 100 million barrels of oil from Venezuela. The G7 also pledged readiness to deploy strategic petroleum reserves. These measures prompted speculative traders to unwind positions near $120/barrel. Analysts suggest Trump is seeking an exit strategy to declare victory and avoid a protracted ground conflict, mindful of economic pressures from soaring oil prices fueling inflation and domestic security concerns. If the conflict de-escalates quickly, reduced geopolitical risk premiums may cool inflation expectations, potentially accelerating Fed rate cuts—benefiting liquidity-sensitive assets like Bitcoin. The rebound may be an early signal of broader market shifts.

marsbit03/10 06:53

Trump's One Sentence Extinguishes Oil Prices, Crypto Fights Back

marsbit03/10 06:53

‘Bitcoin is going to die,’ says Oscar-nominated actor Terrence Howard

Despite recent volatility, Bitcoin (BTC) stabilized around $68,522.50, showing weekly gains and approaching a key resistance level of $69,000–$70,000. Its market dominance also rose toward 60%, indicating relative strength. However, Oscar-nominated actor Terrence Howard expressed strong criticism on the PBD Podcast, stating, "Bitcoin is going to die," due to its tie to the U.S. dollar and vulnerability to systemic risks. The crypto community quickly rebutted his views, emphasizing Bitcoin’s resilience and historical cycle patterns. Meanwhile, weighted sentiment dropped sharply in early February, reflecting market fear, though analysts suggest geopolitical factors may dictate Bitcoin’s next major move.

ambcrypto03/10 06:07

‘Bitcoin is going to die,’ says Oscar-nominated actor Terrence Howard

ambcrypto03/10 06:07

Crypto markets face energy-driven stress – Can Bitcoin withstand it?

Rising tensions around the Strait of Hormuz have driven a sharp rebound in global oil prices, with crude climbing over 60% year-to-date. This surge reflects fears that supply disruptions could impact 20% of global oil exports. Historically, periods of rising oil strength often align with major Bitcoin peaks or extended consolidation phases, as seen in 2018 and 2022. Higher energy costs raise inflation expectations, tightening global liquidity and often reducing investor exposure to high-beta assets like Bitcoin. However, some analysts argue inflation shocks could support Bitcoin as a hedge against currency debasement. A coordinated release of 400 million barrels from strategic reserves by the G7 and IEA caused oil prices to drop sharply, potentially easing inflation pressures and reducing the need for aggressive monetary tightening. This could allow crypto markets to stabilize, though sustained geopolitical risks remain. Despite macro stress, Bitcoin held firm near $68,171, with tightening exchange reserves—falling to 2.7 million BTC, the lowest since 2019—indicating long-term holders are withdrawing coins. This suggests capital diversification rather than a full rotation to energy assets, with institutional demand evident through steady ETF inflows and heightened CME activity. Macro liquidity conditions remain the key driver of Bitcoin’s cycle momentum.

ambcrypto03/10 05:02

Crypto markets face energy-driven stress – Can Bitcoin withstand it?

ambcrypto03/10 05:02

Latest Report from Top US Think Tank CSIS: 4 Truths and 1 Misjudgment About China's Technology...

Based on a comprehensive CSIS report by Scott Kennedy, this analysis examines China's high-tech drive, highlighting four key realities and one major misjudgment. China has significantly increased R&D investment, reaching $1 trillion (PPP) in 2023, leading to notable successes in sectors like EVs (e.g., BYD) and batteries (e.g., CATL), driven by intense domestic competition and market forces. The biopharma sector thrives through global integration and efficient clinical trials. However, the report identifies persistent structural weaknesses: stagnation in total factor productivity, a quality gap in innovation (e.g., low-value patents), and critical dependencies in semiconductors (reliance on global supply chains for advanced chips) and aviation (e.g., C919's high import dependency). The report argues that China's tech power translates into geopolitical influence through military-civil fusion and growing participation in international standard-setting, though it lacks unilateral rule-making ability. A key misjudgment is the belief in "decoupling." The report finds comprehensive separation is counterproductive, fueling China's self-sufficiency while harming global supply chains, inflation, and green energy transitions. Instead, it advocates for "calibrated coupling": targeted restrictions on critical military technologies while maintaining cooperation in non-strategic areas and global issues like climate change. The ultimate advantage will go to those fostering open, inclusive innovation ecosystems.

marsbit03/10 03:29