Huang Mao Laote's key points on the Iran issue speech:

1. Claiming an "overwhelming victory" in the Iran conflict and "complete destruction" of the Air Force and missile programs;

2. In the next two to three weeks, conducting "extremely fierce strikes" on Iran, with victory withdrawals, or reaching an agreement earlier or ending the conflict;

3. Claiming that the US almost does not import oil through the Strait of Hormuz, encouraging other countries to buy oil from the US or "maintain their own channels and even seize oil."

To summarize: the international crude oil prices surged sharply, spot gold and silver declined, and cryptocurrencies like Bitcoin and Ethereum broke below short-term support levels due to the following reasons:

Huang Mao stated that the goal of the Iran conflict is "close to completion," but hinted that they will still push for strong strikes and pressure power plants, disrupting the market’s optimistic expectations of a rapid de-escalation of the geopolitical conflict;

Combined with rising oil prices triggering inflation concerns, this has strengthened the possibility of the Federal Reserve maintaining high interest rates, severely restricting liquidity flows, leading to withdrawals from precious metals and crypto markets.

The hawkish expectations of the Federal Reserve for interest rate hikes (() or no rate cuts ()) continue to intensify, with the probability of rate cuts possibly dropping to zero; the US dollar index is strengthening, and US Treasury yields are rising;

This directly puts pressure on spot gold, silver, and other dollar-denominated assets, while cryptocurrencies like BTC and ETH are experiencing deep declines!