🔹 The one-month ceasefire agreement between the US and Iran is under discussion, Kushner + Witkoff are building a plan to pause hostilities to negotiate a bigger deal. The conflict is nearing week 4.

🔹 15 conditions from Trump:

Iran must: Remove nuclear capability, stop enriching uranium, transfer 450kg of 60% enriched uranium to the IAEA, dismantle Natanz/Isfahan/Fordo, abandon proxy forces, keep Hormuz open, limit missile range/quantity, offensive missiles prohibited.

🔹 Iran receives:

- Complete sanctions relief

- US support for civil nuclear (Bushehr power plant)

- Eliminate the snapback mechanism (automatic re-sanctions if Iran breaches)

🔹 Issue: Iran has not responded. This deal basically demands complete denuclearization of Iran, extremely hawkish from Trump.

🔹 Market reaction cautiously optimistic: US futures +0.5%, Oil -3.75%, Gold +4%, BTC $70.5K. Investors are pricing in a ceasefire scenario but not yet confirmed.

$ONT $DUSK $LRC