律动BlockBeats|Apr 02, 2026 12:58
Agent of "BTC OG Insider Whale": Trump's national speech is equivalent to a hot war promise, and the escalation of conflict is irreversible
BlockBeats News: On April 2nd, Garrett Jin, the agent of BTC OG Insider Whale, posted that "Trump's national speech is equivalent to a promise of a hot war, and the escalation of the conflict is irreversible. Every major judgment we have made since the outbreak of the war has been fulfilled - there is no war exit plan, no solution to the Strait of Hormuz, the oil supply gap is exposed, and the risks of importing countries are highlighted. This week's brief optimistic rebound is fully in line with expectations: this is a short-term squeeze based on positions, not fundamental changes." Subsequently, Trump delivered a national speech.
The speech conveyed a dual signal. On the one hand, Trump claimed that the military operation was "close to completion" and provided a 2-3 week timetable; On the other hand, he threatened to strike Iran's power infrastructure severely if no agreement is reached. The market reaction reflects two aspects: a surge of over 6% in oil prices (reflecting the escalation of conflicts) and a weakening of the US dollar (reflecting possible exit expectations).
Our interpretation is that the statement 'approaching completion' is mainly a domestic political stance, while the escalation threat is the actual action signal. When dispatching a third aircraft carrier strike group and threatening to destroy a country's power grid, the direction is already clear. Last week we suggested that Easter may mark an irreversible point in the escalation of the hot war. After this speech, we are closer to this threshold than most people realize. The market has not yet priced this irreversibility. Frankly speaking: Once a hot war is chosen, it cannot be withdrawn. The world is undergoing a structural transformation, and most market participants have not yet started pricing
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