๐บ๐ธ๐ฎ๐ท US and Iran: does the market start to breathe?
Talks between the US and Iran have gained momentum in recent days. Tehran signaled that the Strait of Hormuz could be reopened within a week if military pressure is reduced and restrictions on Iranian ports are lifted. Trump also said the meeting with Iranian representatives was โvery goodโ and that there is room for an agreement.
Oil is already reacting: Brent has returned to near $100 and remains pressured by expectations of an improvement in supply flow.
For the crypto market, I see this scenario as neutral in the short term, but with potential to ease macro pressure.
If oil continues to fall and geopolitical risk decreases, inflation may get some relief and appetite for risk could improve.
But itโs still not something that can be treated as resolved. The key point now is to monitor Hormuz, oil, and how the negotiations evolve.
๐ If traffic through the strait truly starts to normalize, it could be an important signal for global markets โ including for crypto.
$MET $BCH $ALLO
#TRUMP #US #NEW #Geopolitics #iran
Talks between the US and Iran have gained momentum in recent days. Tehran signaled that the Strait of Hormuz could be reopened within a week if military pressure is reduced and restrictions on Iranian ports are lifted. Trump also said the meeting with Iranian representatives was โvery goodโ and that there is room for an agreement.
Oil is already reacting: Brent has returned to near $100 and remains pressured by expectations of an improvement in supply flow.
For the crypto market, I see this scenario as neutral in the short term, but with potential to ease macro pressure.
If oil continues to fall and geopolitical risk decreases, inflation may get some relief and appetite for risk could improve.
But itโs still not something that can be treated as resolved. The key point now is to monitor Hormuz, oil, and how the negotiations evolve.
๐ If traffic through the strait truly starts to normalize, it could be an important signal for global markets โ including for crypto.
$MET $BCH $ALLO
#TRUMP #US #NEW #Geopolitics #iran
