Bungjookok

'Beauty is the splendor of Truth.' #YNWA

[Bull Theory @BullTheoryio]

BREAKING: $1 Trillion has been added to the US stock market in the first 12 minutes of trading today, as the S&P 500 jumps +1.49% at open.

Market are opening for the first time since US-IRAN Peace deal was announced.

[The Kobeissi Letter @KobeissiLetter]

Is gold setting up for a short squeeze amid the Iran deal?

Gold funds posted -$2.3 billion in outflows last week, marking the 4th consecutive weekly outflow.

This brings the 4-week average of outflows to -$2.0 billion, the 2nd-largest on record.

This is only below the -$3.5 billion 4-week average record seen in February.

Meanwhile, the largest US gold-backed ETF, $GLD, has seen -$2.2 billion in outflows so far this month, on track for its 4th consecutive monthly withdrawal.

Year-to-date, $GLD has seen -$8.1 billion in outflows, on track for the first annual withdrawal since 2023.

Conditions are ripe for a short squeeze.

[Crypto Rover @cryptorover]

🚨 INSANE PUMP IN US STOCKS.

$900 billion was added to the S&P 500 today as SPX surged +1.40% in a single session.

[Bungjookok @bungjookok]

@jittipoj มีโอกาส 76% ที่การขนสินค้าผ่านช่องแคบฮอร์มุซจะกลับสู่ระดับปรกติภายใน 1 ตค 69

#อิหร่าน #เศรษฐกิจ

[Bungjookok @bungjookok]

@jittipoj มีโอกาส 76% ที่การขนสินค้าผ่านช่องแคบฮอร์มุซจะกลับสู่ระดับปรกติภายใน 1 ตค 69

#อิหร่าน #เศรษฐกิจ

[*Walter Bloomberg @DeItaone]

HORMUZ TRAFFIC RECOVERY SEEN AS SLOW

Despite easing oil prices after a U.S.-Iran interim deal, Kalshi traders don’t expect a quick return to normal traffic in the Strait of Hormuz. They assign only a 59% chance of normalization by August and ~67% by September, rising to 82% by year-end. Markets cite logistical delays including mines, congestion, and insurance disruptions.

[Reuters @Reuters]

SpaceX set to extend rally after record Wall Street debut https://t.co/0QdG51LIcR https://t.co/0QdG51LIcR

[Bungjookok @bungjookok]

ทรัมป์โชว เรือสินค้าเริ่มส่งสินค้าผ่านช่องแคบฮอร์มุซได้แล้ว

#โหนกระแส

[Jittipoj จิตติพจน์ วิริยะโรจน์ 陸享瑞 @jittipoj]

ผลของ MOU อิหร่าน-สหรัฐฯ ทำให้ตลาดหุ้น ทองคำ Bitcoin ขึ้นยกแผง ขณะที่น้ำมันราคาลงสู่ระดับ $80

เนื้อหา MOU 14 ข้อ น่าสนใจมาก อิหร่านได้มากกว่าที่ทรัมป์ประกาศ เช่น ได้รับเงินข่วยเหลือฟื้นฟูประเทศ $300 b การปลดล็อคเงินที่ถูกแช่แข็ง $24b การถอนทหารสหรัฐฯ การเปิดช่องแคบฮอร์มุซภายใต้การบริหารของอิหร่าน เรื่องนิวเคลียร์รอเจรจา 60 วัน ฯลฯ

Iran just published all 14 clauses of the MoU. Read them carefully, because this is not the deal Trump described.

The headline numbers: $300 billion in reconstruction commitments from the US and allies. $24 billion in released frozen funds, half before negotiations even start. Complete naval blockade lifted within 30 days. US forces withdrawn from around Iran.

Here's the big one: Hormuz reopens under Iranian arrangements, meaning Iran keeps management of the strait.

The nuclear clause is Clause 9: Iran reiterates its commitment not to produce nuclear weapons. That's it. No enrichment cap. No dismantlement. No inspector access beyond existing frameworks.

The actual nuclear terms get negotiated in a separate 60-day window, and Clause 14 explicitly removes Iran's missile program and support for resistance groups from the agenda entirely. Permanently.

Iran's Deputy FM called it a total victory this morning. He wasn't spinning.

☀️

จิตติพจน์ วิริยะโรจน์
เพื่อไทย ศรีสะเกษ
#จิตติพจน์วิริยะโรจน์
#เพื่อไทย
#อิหร่าน
#เศรษฐกิจ #ทองคำ

[SatoshiNAndo @SatoshiNAndo]

@jittipoj ทองคำได้รับความสนใจมากขึ้น หลังเกิดสงครามหลายแห่งทั่วโลก
สิงคโปร์ร่วมมือกับ JPMorgan และ Deutsche Bank เพื่อเป็นศูนย์กลาง trade ทองคำของโลก

#ทองคำ #เศรษฐกิจ

[The Wall Street Journal @WSJ]

President Trump’s deal with Iran is set to reopen the Strait of Hormuz, but how quickly it can arrest a steep decline in oil stockpiles will determine the trajectory of energy prices in the coming weeks https://t.co/V65nuIrBUZ

[Massimo @Rainmaker1973]

The Olive tree of Vouveson on the island of Crete, Greece, is one of the oldest olive trees in the world.

Scientists from the University of Crete have estimated it to be 4,000 years old, which means that, when it sprouted, the last mammoths were still walking on Earth, someone in China was discovering bronze casting and the seventh Egyptian dinasty was declining.

The Minoan civilization was thriving and its monumental architecture was adorning the island of Crete. The first stones of the Palace of Minos at Knossos which inspired the myth of the Minotaur were laid.

This tree saw the humans deeds for thousands of years, from the Bronze Age to the artificial intelligence and, possibly the most amazing thing, it continues to produce olives at every season.

[Bitcoin News @BitcoinNewsCom]

BITCOIN HAS NOW GENERATED NEARLY $1 TRILLION IN REALIZED PROFITS.

According to on-chain data by @OnChainMind, Bitcoin investors have collectively locked in almost $1 trillion in gains since the network launched.

That means nearly $1 trillion of wealth has been transferred from buyers to sellers and realized as profit over Bitcoin’s lifetime.

Unlike stocks, real estate, or gold, Bitcoin’s transparent ledger allows these profits to be measured directly.

For an asset still dismissed by critics as “worthless,” the scale of value created and monetized through the network is extraordinary.

[Reuters @Reuters]

Some families displaced by three months of war between Israel and Hezbollah returned to southern Lebanon following a US-Iran peace deal. Local authorities warned people not to ‌rush home as Israel said it would not withdraw troops from the area https://t.co/HOWjhZUW5O

[Yahoo Finance @YahooFinance]

The deal is expected to close in the first half of next year. https://t.co/HiWCVUhMem

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 is set to add +$900 billion today after the US and Iran announce a peace deal.

The index is now just 1.2% away from a new record high.

[Bungjookok @bungjookok]

ดู 14 ข้อแล้วเป็นไปได้ยาก เผลอๆเลื่อนอีก

#โหนกระแส

[Jittipoj จิตติพจน์ วิริยะโรจน์ 陸享瑞 @jittipoj]

ผลของ MOU อิหร่าน-สหรัฐฯ ทำให้ตลาดหุ้น ทองคำ Bitcoin ขึ้นยกแผง ขณะที่น้ำมันราคาลงสู่ระดับ $80

เนื้อหา MOU 14 ข้อ น่าสนใจมาก อิหร่านได้มากกว่าที่ทรัมป์ประกาศ เช่น ได้รับเงินข่วยเหลือฟื้นฟูประเทศ $300 b การปลดล็อคเงินที่ถูกแช่แข็ง $24b การถอนทหารสหรัฐฯ การเปิดช่องแคบฮอร์มุซภายใต้การบริหารของอิหร่าน เรื่องนิวเคลียร์รอเจรจา 60 วัน ฯลฯ

Iran just published all 14 clauses of the MoU. Read them carefully, because this is not the deal Trump described.

The headline numbers: $300 billion in reconstruction commitments from the US and allies. $24 billion in released frozen funds, half before negotiations even start. Complete naval blockade lifted within 30 days. US forces withdrawn from around Iran.

Here's the big one: Hormuz reopens under Iranian arrangements, meaning Iran keeps management of the strait.

The nuclear clause is Clause 9: Iran reiterates its commitment not to produce nuclear weapons. That's it. No enrichment cap. No dismantlement. No inspector access beyond existing frameworks.

The actual nuclear terms get negotiated in a separate 60-day window, and Clause 14 explicitly removes Iran's missile program and support for resistance groups from the agenda entirely. Permanently.

Iran's Deputy FM called it a total victory this morning. He wasn't spinning.

☀️

จิตติพจน์ วิริยะโรจน์
เพื่อไทย ศรีสะเกษ
#จิตติพจน์วิริยะโรจน์
#เพื่อไทย
#อิหร่าน
#เศรษฐกิจ #ทองคำ

[naiive @naiivememe]

Happy birthday Mr President.

Up only from here

[Ash Crypto @AshCrypto]

Bitcoin and ETH just posted their highest daily close in 12 days after the recent sell-off.

$BTC is back above $65k, up 11% from the recent low of $59k.

$ETH is back above $1,700, up 15% from the low of $1,500.

+$206 billion has been added to the crypto market in the last 10 days.

[BRICS News @BRICSinfo]

JUST IN: 🇨🇳 China says it welcomes US-Iran peace deal.

"We hope the agreement is signed as planned."

[epigen 意𤩹 @CompassLoveKind]

Daily thoughts consume
the quiet hours of dawn—
morning dreams happen​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

😎

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