Updated 4 min ago

US-Israel Strike on Iran · Day 87

Iran-US talks see progress·Trump tells negotiators not to rush·Iran charges Hormuz fees

AI Overview:
Sentiment: Limited safe-haven demand, mild risk-on | Capital flowing to risk assets with crypto and equities edging higher
Fear Index (VIX)
16.7-1,9%
05/1505/1805/1905/2005/2105/2205/25
Panic Zone (>30)
Normal Zone (<20)
↓ How did it unfold? Check the timeline
How Did It Unfold?
02/28
US-Israel Airstrike on Iran

Israel strikes Tehran with US intel, Khamenei killed, ~40 officials dead.

03/01
Iran Launches Full Retaliation

Iran fires missiles/drones at US bases in Saudi, Qatar, UAE. Oil surges 25%.

03/05
Iran Fires 500+ Missiles

Iran launches 500+ ballistic missiles, 2000 drones. 40% to Israel, 60% to US.

03/08
Mojtaba Khamenei Succeeds

Khamenei's son Mojtaba elected new Supreme Leader. IRGC pledges loyalty, vows war.

03/09
Oil Above $100, War Expands

Brent crude breaks $100, 2022 high. Israel bombs Tehran refinery. Hormuz threatened.

03/10
Hormuz Paralyzed, Oil Volatile

Israel destroys IRGC air HQ. Hormuz traffic near zero. Oil hits $119, falls to $80.

05/25
US-Iran Talks See Progress

US-Iran negotiators agree on broad principles. Trump tells US side not to rush deal.

Today's Focus
10:00
Iran Charges Fees for Hormuz Passage · Iran announces it will charge fees for 'navigational services' to ships passing Strait of Hormuz.
Crude Oil +47,7%
12:00
Iran Says Progress Made in US Talks · Iranian official says progress made on many issues in talks with US, but warns deal not 'imminent'.
14:00
Trump Tells Negotiators Not to Rush Iran Deal · US President Trump instructs negotiators 'not to rush' into a deal with Iran, says 'time is on our side'.
16:00
Iran Executes Person for Spying · Iran judiciary says executed a person for sending information to US and Israel during the war.
↓ What assets to trade? See AI suggestions
What to Trade?
AI Advice:
Best opportunity: Gold for safe-haven. Highest risk: Crude oil (policy shocks + extreme volatility). Asymmetric play: None; market logic disrupted by Trump, prefer to wait.
Safe Haven
Gold$4,523
24h+0,1%|Since Event-13,1%
OverweightWar safe-haven + central bank buying + geopolitical premium, $4,523 still has room
Crude Oil$96.60
24h0,0%|Since Event+47,7%
HoldHormuz Strait blockade risk + 20% of global oil supply threatened
Risk Assets
BTC$77.5K
24h+0,7%|Since Event+14,0%
HoldConsolidating near $77.5K, safe-haven pressure but on-chain holdings stable
S&P 500$7473
24h+0,5%|Since Event+7,6%
HoldEnergy cost shock + war spreading to Gulf states, risk appetite extremely low
↓ How does the market predict? See live bets
Market Predictions
Strait of Hormuz traffic returns to normal by December 31?
Yes
86%
No
14%
Participants 1.918 · Pool Size $345.3K
Market expects Strait of Hormuz shipping to resume.
US x Iran permanent peace deal by June 7, 2026?
Yes
37%
No
64%
Participants 2.447 · Pool Size $440.5K
Market sees low odds for a lasting US-Iran peace deal.
Will WTI Crude Oil (WTI) hit (HIGH) $105 in May?
Yes
16%
No
84%
Participants 630 · Pool Size $113.4K
Market largely expects WTI to stay below $105 in May.
↓ Any MEME opportunities? Check trending tokens
MEME Opportunities
AI Narrative Insight:
US-Iran war fuels PolitiFi sector breakout, $Oil leads as geopolitical sentiment token (MC $15.8K)
OSOL
HotNew+154,0%
Market Cap $15.8K
WSOL
-0,7%
Market Cap $1.2M
G
+0,5%
Market Cap $677.5M·KOL Holdings 26
GD
+42,0%
Market Cap $22.5K·KOL Holdings 1