Trump's 60-day ultimatum came out and my mind went completely blank

Earlier I was still looking at the $BTC chart, hovering at 63,400 like it was dead, and this news directly disrupted my rhythm for tonight.

The memorandum between the US and Iran has been confirmed effective, the Strait of Hormuz has resumed navigation, Israel and Lebanon have also reached a ceasefire, which seems good, but then I saw that the Iranian Foreign Minister won't depart until Saturday, negotiations still need to be refined.

What I was thinking at the time was quite simple: such geopolitical events are never purely positive for the crypto market. If you cease fire, risk aversion emotions temporarily retreat, and funds might flow back into mainstream coins;

But if any step in the negotiations collapses, oil prices will spike first, and $BTC won't escape either.

My feeling is that such key moments shouldn't be blindly chased.

Earlier, the ACU position with over 15x leverage was liquidated in bulk around 0.08, GMX was also cleared completely at 5.75, the liquidation volume wasn't large, but the direction was very clear — high-leverage longs are targets under such news.

I didn't dare to open new positions, just watched the market grind, waiting for the weekend negotiation news.

Honestly, the only word I see as a clue is: wait. Wait for the 60-day negotiation to officially start, wait for the details of the Hormuz clause to be finalized, wait to see how smoothly those 700 stranded ships can move.

Entering now, either you're wronged by the news-driven market moves or you're targeted for liquidation.

Do you think Iran's Foreign Minister might send some signal this weekend? I’ve already lowered my positions to the minimum anyway.

Speaking of how geopolitical changes affect the crypto market, the implementation of the US-Iran memorandum and the resumption of Strait of Hormuz navigation mean a phased easing of global trade settlement pressure, and short-term dollar liquidity won't tighten because of this.

This is actually a positive for institutional allocations of $BTC and $ETH — some institutions' IBIT is still experiencing continuous net inflows.

The key now is whether there will be a substantial breakthrough in weekend negotiations; if they collapse, risk-averse funds might withdraw from the crypto space faster than expected, and low-leverage waiting remains the safest stance in this wave.