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Sunday, 13 September 2026

Trump says Houthis called US seeking no direct strikes

Lead story · conflictTrump: Houthis 'Don't Want' US In Yemen - So They're Letting Most Red Sea Shipping Through (ZeroHedge)

Threat: QUIETConviction: 55/10020 sources
Share
BTC Price$77,302
24h Change0.10%
Fear & Greed61
Hashrate958.0 EH/s
MVRV1.45
Block Height966,781
S&P 5007,656.98
VIX15.84
Gold$4409
DXY99.09
US 10Y4.97%
Oil$100.05
Bitcoin over the last 30 days: $77,204, +22.1% on the month.
Bitcoin over the last 30 days: $77,204, +22.1% on the month.
The month's range runs $63,025 to $81,061 — today sits +22.5% off the low.

The Lead

Bitcoin trades near $77,300 with little net movement as oil supply risks intensify around the Red Sea and Hormuz routes. Saudi Arabia closed its East-West pipeline after Iraqi drone strikes, compounding pressure on Brent which has held above $100 while the Houthis advance in Yemen.[1]

Trump stated the Houthis called the US and do not want direct American involvement, with most Red Sea shipping allowed through except for Saudi vessels. This claim of de-escalation sits against ongoing territorial gains by the group and the fresh pipeline closure.[2]

US 10-year yields remain near 4.97 percent with the Fed holding a restrictive stance amid energy-driven inflation. No clear capital flight into Bitcoin appears from the conflict zone.

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Energy chokepoints tighten while Bitcoin stays range-bound.

MONDAY · THE PRICE OF MONEY

The 10-year real yield is 2.55%.

Holding cash beats holding nothing again: money has a positive real return, which is the environment every long-duration asset has to argue against. Bitcoin has spent 24% of its life in the opposite regime.

10Y REAL YIELD2.55%
DAYS NEGATIVE1,397
SHARE OF HISTORY23.7%
SINCE2010-07-18

Data as of 2026-09-10 · Real yields

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CONFLICT
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ECONOMY
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CONFLICT
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POLITICAL
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Sources (20)