The statements from Iran have already shifted the focus of the negotiations away from nuclear issues and toward a complete ceasefire. The meaning is very direct: the variable in the situation is no longer just talks at the negotiating table, but geopolitical risk in real life. The market impact first shows up in oil prices and risk appetite. In the crypto space, this typically appears first in the fluctuations of $BTC、$ETH ; if things ease later, funds will be more willing to return to high-volatility assets.