Iranian Foreign Minister Araghchi says Iran is the winner of the war.
The proposed U.S.–Iran understanding could include:
• Ending the war across all fronts, including Lebanon
• Reopening the Strait of Hormuz
• Ending the U.S. blockade
• Delaying nuclear negotiations to a later stage
• Clear commitments from both sides to avoid interference in each other’s internal affairs
Polymarket odds for the blockade ending have now fallen to 23%. 👀
In my view, this situation doesn’t look good for the deal...
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