Arthur Hayes: I bet that Bitcoin will surpass $110,000 before retracing to $76,500

March 9: Kuwait Halts Oil Production Amid Houla Strait Closure (Oriental Fortune) ### Note on U.S. English adaptation: - Used **concise headline-style wording** (common in U.S. news briefs) instead of longer clauses. - Omitted redundant "according to foreign media reports" (implied in the flow, as U.S. briefs prioritize brevity). - Kept key facts intact: date, event, cause, source. - "Amid" is more natural in U.S. English for linking cause/context than the slightly formal "due to" in this brief format (though both are acceptable).

As of March 9, Bitcoin has rebounded past $67,000, per HTX market data, and is currently trading at $67,175.11.

On March 9, security research firm Ctrl-Alt-Intel revealed that a group of hackers suspected of having ties to North Korea targeted a staking platform, cryptocurrency exchange software providers, and crypto exchanges. The attackers exploited the React2Shell vulnerability (CVE-2025-55182) and compromised AWS access credentials to breach cloud environments. They then enumerated resources including S3, EC2, RDS, EKS, and ECR, and extracted keys and credentials from Secrets Manager, Terraform files, Kubernetes configurations, and Docker containers. Researchers noted the attackers downloaded 5 Docker images and stole source code—including components tied to ChainUp client software. The attack infrastructure involved a South Korean server (64.176.226[.]36) and the domain itemnania[.]com. While the activity aligns with typical North Korea-linked attack patterns, attribution confidence is moderate, and the source of the compromised AWS credentials remains unknown.

March 9 — An analysis from The Kobeissi Letter indicates that if current U.S. oil prices (nearing $120 a barrel) stay at this level for three months, U.S. CPI inflation will rise to roughly 3.7%. This would push U.S. inflation to its highest rate since September 2023.

March 9 – Senior strategist Ed Yardeni has raised his forecast for a market crash later this year from 20% to 35%, citing the escalating Iran-related conflict’s impact on global markets. This shift reflects growing market concerns: the ongoing Middle East turmoil, paired with inflationary pressures, will squeeze household spending, erode corporate profit margins, and complicate the Federal Reserve’s policy path. Meanwhile, Goldman Sachs data shows hedge funds are boosting bearish bets on U.S. stocks at a rate not seen in nearly five years. For the week ended March 6, short positions in U.S. stock ETFs held by hedge funds rose 8.3%. Goldman Sachs noted that with little sign of easing Middle East tensions, fast-money investors are ramping up their bearish wagers on U.S. equities, expecting further downside ahead. Source: FXStreet

On Sunday, March 9, U.S. President Donald Trump told Israel Hayom that any decision to end the war with Iran would be made "in conjunction" with Israeli Prime Minister Benjamin Netanyahu. This indicates Netanyahu appears to hold significant influence over Trump’s war-related decision-making. Trump declined to comment on Mujtaba’s election when asked by Israel Hayom, only saying, “We’ll see.” Hours earlier, in an interview with NBC News, Trump stated that Iran’s next leader “won’t last long” if the White House does not recognize them.