Matthew Sigel

Well, it's kind of open already if you're willing to pay $2 million of RMB, Chinese currency, which I thought was really interesting.

There have been 10 ships, 10 vessels that have transited in the last few days.

Two of them paid RMB.

So I really wish that had been Bitcoin.

It's not what we want to see is China being a winner in this war.

But everyone has their biases on this.

My bias is that

Trump's most consistent campaign promises were that he's going to keep us out of foreign entanglements.

Passover starts next week.

That's a big deal in Israel.

Those soldiers have been deployed for quite a long time.

There's a lot of pressure to get them home for the holidays.

So, you know, you don't see it in the markets on a day like today with S&Ps down a couple percent.

But I think the market might be underestimating the chance for a

ceasefire next week, March 30, April 1, around the Passover time.

Now, many people disagree, including at VanEck.

It's interesting.

It's geographically divided.

The folks who sit in Europe tend to be more bearish on the US going it alone, abandoning its allies, and then asking for help.

I just think that, you know, you got to listen to what Trump says.