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Chris Lee
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Merkle 3s Capital、TKX 联合始创人|前火币集团CFO | 前新火执行董事| 前@OKX CEO 兼集团CFO | 巴菲特慈善午餐参与者| 机构亚太最佳CFO | 亚洲货币香港最佳高管|英文推特@ChrisMerkle3s |谈情论义!央央中华五千年~ 所有评论皆非投资建议 DYOR~
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Chris Lee
04-01
A post from an Iranian influencer in Lujiazui, Iran, states: Iran is incredibly resilient and can endure a prolonged war. Closing the Strait of Hormuz was a last resort. Iran currently has no demands and considers the situation quite good—a few shots a day, relatively civilized. This round of fighting will definitely reopen the Strait, but whether oil prices will drop is uncertain because production cannot recover. Iranian society is currently very stable, with no possibility of a coup or uprising. Food is plentiful. A dozen Iranian naan breads cost 10; before the war, 10 cents could buy that many, now 40 cents, enough for food. Iran exports 2000-3000 megawatts of electricity to Iraq, Afghanistan, and Pakistan. Iran generates a lot of natural gas. They are now selling Bitcoin because the abundant electricity allows for mining. Currently, the government is providing ordinary citizens with two hours of electricity and two hours of water daily. Residents have bought diesel engines, and factories directly burn heavy fuel oil, requiring only filtration. Therefore, Iran's resilience in the war is very strong, and it is expected to last for a year and a half. Currently, Iran has significant industrial output in steel and drones. The China-Europe Railway Express runs daily from Xi'an to Tehran, with normal shipments. The moderates in Iran are all dead, leaving only the most restrained. The current ruler is the most hardliner; Mojtaba is simply the most suitable candidate. Trump's attack on Iran legitimized the Revolutionary Guard, and the public is now satisfied with their victory. Saudi Arabia allowing US aircraft to take off makes it an unfriendly country to Iran. Now, the US is finding a way to back down; negotiations are impossible, and they're waiting for the US to declare victory and leave. Last week, a fee was introduced for the Strait of Hormuz; it was $1.5 million per ship last week, and $2 million this week. This is just a gesture, not a substantial amount. Friendly countries don't have to pay $2 million, including China. The reason Chinese ships were asked to turn back a few days ago was because 40 Israeli planes bombed Tehran that night, necessitating a declaration of reciprocal retaliation and closure of the Strait. Iran believes it is a good party and hasn't opposed the world; it's the media that has mystified and demonized Iran. Iran has consistently maintained restraint, not even playing cards like the Houthi rebels in Yemen. All actions are reciprocal retaliations, demonstrating restraint. Iran possesses nuclear weapons, and its use of them requires justification; it doesn't want to provide one to the world. The US has no chance of winning. However, how Trump will win and end the war is currently a matter of how he finds a way to back down. It's highly likely that it will be a small-scale war in which the US will declare victory and withdraw. The vast majority of Iranians are unaware that the US is attacking them, or what the true significance of this war is. Iran cannot defeat the US, so it needs to establish a positive image and gain wider international recognition. Therefore, its restraint and reciprocal retaliation are based on maintaining this positive image. Four of the 16 THAAD systems deployed globally by the US were destroyed by Iran in one day. Oil prices are determined by production capacity and transportation. On the one hand, oil fields that have been shut down or destroyed require time to repair. Currently, the Gulf region has lost approximately 10% of its oil production, which will take 6-7 months to recover. Iran is now forcing Saudi Arabia to decide whether it wants to be a friendly or unfriendly neighbor. If it chooses to be unfriendly, Iran might use extremely low oil prices to pressure Saudi Arabia after the war ends. Iran currently has no demands and feels the situation is very good—firing a few shots daily, yet remaining relatively civilized. This attack will definitely allow navigation through the Taiwan Strait, but whether oil prices will come down is uncertain because production cannot be restored. The current concern is whether the US will return a few months after this attack. Even if the US eliminates 2,000 Iranian soldiers in April and achieves a so-called victory, Trump is unlikely to get the results he wants. He declared victory without negotiating with Iran, and Iran hasn't received a guarantee against future attacks. Therefore, even if the US declares victory in April, there's a high probability that the US will return a few months later.
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Chris Lee
03-23
My wise friend Vincent smiled slightly, a knowing look on his face, and said: "Imagine the whole world is a giant chessboard. The kind the Americans have been watching closely. Is the Middle East important? Of course it is. But the smartest way to play is to let others charge into battle while you control the game from behind. Trump really miscalculated this time. He never expected to be dragged into this quagmire of the Middle East. The real instigators are actually Israel and Netanyahu. Israel's goals are far more aggressive than America's. The United States..." The primary objective was to destroy Iran's missile and nuclear facilities before stopping, while Israel's ambition was to completely overthrow the regime and eradicate the Islamic Republic. Once Iran falls, there will be no force in the Middle East capable of restraining Israel, making it the undisputed regional hegemon. For Netanyahu personally, this war is also a life-saving political spectacle. Israel is about to hold elections, he faces corruption charges, and bears the brunt of the disastrous security failure of October 7, 2023. Now, with the sound of gunfire, his Likud party's poll numbers have immediately rebounded, like a hero returning in time. This explains why Secretary of State Rubio directly told congressional leaders: "Our timing and targets were influenced by the reality that Israel is determined to attack anyway." The situation is now out of control. The International Energy Agency has confirmed that more than 40 energy facilities in the Middle East have been severely damaged, and repairs could take six months or even longer. They warn that this energy crisis is more severe than the oil crisis of the 1970s. The market went completely crazy: oil prices soared due to the Iran war, and everyone started betting on a Fed rate hike. Some things are just unpredictable; you have to be flexible. I remember Ray Dalio speculating on a "grand strategy" at the end of last year, calling the UAE a "paradise in a turbulent world." And what happened? Now even Dubai is getting restless, with large sums of money quietly flowing into Hong Kong and Singapore. At the end of this economic cycle, we seem to have fallen into another chaotic and unsettling era. Why is it that every time we build a "new world order," it's accompanied by explosions and turmoil? This is precisely the geopolitical map in the American mind!
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