U.S. Vice President Vance is weighing an in-person meeting with a senior Iranian security official. The task of pushing to end the war has landed on his desk. According to The Wall Street Journal, Trump is open to restarting negotiations with Iran and has authorized Vance to negotiate.
More concrete action came in October. Vance has written to Rezaei, secretary of Iran’s Supreme National Security Council, proposing that the two sides meet. The letter has been sent, but the meeting date remains undecided.
What stands between them is a spot on the calendar. In geopolitics, moving from a willingness to talk to someone being tasked with the talks usually comes down to that one step. Markets price in news like this in two stages: while the date is up in the air, expectations drive the response; once it’s set, the focus shifts to verifiable progress.
When news like this becomes concrete, crude oil and volatility usually react first, while crypto markets follow the rhythm of liquidity. #BTC #ETH
More concrete action came in October. Vance has written to Rezaei, secretary of Iran’s Supreme National Security Council, proposing that the two sides meet. The letter has been sent, but the meeting date remains undecided.
What stands between them is a spot on the calendar. In geopolitics, moving from a willingness to talk to someone being tasked with the talks usually comes down to that one step. Markets price in news like this in two stages: while the date is up in the air, expectations drive the response; once it’s set, the focus shifts to verifiable progress.
When news like this becomes concrete, crude oil and volatility usually react first, while crypto markets follow the rhythm of liquidity. #BTC #ETH
