Yesterday, talks between Iran and the Gulf states over the Strait of Hormuz were postponed at the last minute, with no new date announced. Oman said some countries in the region needed more time to reach a consensus.

Later that night, Trump said Iran wants a deal soon and that the U.S.
is considering getting involved. Market sentiment eased, oil dropped 4%, markets recovered slightly, and BTC moved back above $79K.

About an hour later, Iranian media pushed back against Trump’s statement. Markets immediately reversed, BTC fell back toward $78K, and U.S. stocks closed in the red.

The next 48 hours will be packed with major events:
• CLARITY: The Senate is expected to vote on the bill around 1:15 AM tomorrow, September 16. Republicans have submitted their final proposal, but Democrats are still pushing for further changes.

• FED: Just hours left until the September rate decision. Markets are pricing roughly a 90%+ chance of a hike, with prediction markets currently around 88–93%.

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