#usirandealornodeal ๐ฅIt's now "deal", not "or no deal" โ Wednesday announcement targeted
One-liner: What was Trump's bluff is now a nearly-signed paper. Per Axios, the US, Iran and Oman are nearing a provisional deal to reopen the Strait of Hormuz, with an announcement targeted as early as Wednesday (Aug 6).
๐ The deal, as leaked
๐ฅ60-day provisional arrangement , extendable based on conditions
๐ฅVessels entering the Gulf use the northern lane of Iran's waters ; vessels exiting use the southern lane of Oman's waters , coordinated with Iran
๐ฅNo transit fees during the provisional period
๐ฅMines cleared from the central lane within 30 days โ two-way traffic opens, groundwork for a long-term deal
๐ฅMediators: Oman (lead), plus Qatar, Pakistan, Saudi Arabia ; Witkoff, Araghchi and al-Busaidi have been in multiple rounds of talks
๐ฅIran reportedly completed its internal approval process Tuesday (top leadership + Supreme National Security Council)
Trump keeps the stick on the table โ deal "as soon as Tuesday" or devastating air strikes, and "the strait could reopen by tomorrow at the latest."
๐ฏ Read for the setups we've been tracking
$BZ short: TP1 $78 hit โ
โ but the "announced deal" scenario is now the base case, so the remaining short fuel is thin; if announced Wednesday, expect a gap toward $74โ75 , then bounce risk. Long-bounce play ($76.50โ78) gains a tailwind on the actual announcement.
๐ฅ
$XRP : deal-on โ CLARITY Act narrative strengthens; keep the $1.04โ1.07 entry / $0.99 invalidation framework.
The honest signal: diplomacy is now faster than the market's repricing โ positions should be sized for a Wednesday announcement gap, not a slow grind.
Disclaimer: For reference only, not financial advice.
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