$BTC Signs of cooling have emerged in the Middle East!

Trump is preparing to look for a "victory narrative."

If Iran reopens the Strait of Hormuz.

The market's biggest risk premium may start to ease.

Oil prices and risk assets are both waiting for an answer!

According to reports, Trump is willing to declare a phased victory without reaching a nuclear deal, provided that Iran fully restores passage through the Strait of Hormuz. With the midterm elections approaching and oil price pressure still present, energy costs have become a key focus for the U.S. market.

If geopolitical tensions ease, the risk premium on crude oil may decline, inflation pressure may further ease, and investor sentiment toward risk assets may also recover. BTC, U.S. stocks, and other liquidity assets often react first to such expectation changes.

Once the war premium recedes.$ETH

Funds may return to risk assets again.$TUT

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