Just outright rejected.

Not delayed.
It's a direct denial.
The Strait can be opened.
The nuclear issue is temporarily set aside.
But U.S. President Donald Trump did not accept.
This Iran plan was originally a "compromise version":
First de-escalate—reopen the Strait of Hormuz;
Postpone the difficult—leave the nuclear deal for later negotiations.
Logically, this is a path to de-escalation.
But now it has been rejected.
What does it mean?
The worst-case scenario that the market fears has arrived—
No buffer plan.
Either negotiate hard.
Or continue the confrontation.
And the Hormuz Strait line was always a critical energy choke point.
If it doesn't open, oil will tighten.
Oil tightness leads to rising inflation.
In plain language—
Risk premiums are coming back.
The problem is, this step affects more than just oil.
Risk assets will be pulled along:
Stocks, BTC, altcoins, all will first look at the market sentiment.
And there's an even more critical point:
The previous market rally was based on betting on "talks."
Now that logic has been broken.
So, will this rally hold?
If there are no new signals of de-escalation later—
This is no longer just a fluctuation.
It's a re-pricing.
Do you think this is the start of a collapse,
Or the prelude to a more aggressive confrontation? $BTC ‌$XBRUSD ‌#Gate广场五月交易分享