The Iran-U.S. peace agreement is a positive signal, with BTC and XAU continuing to surge towards their targets.

The core driver of BTC's current rally stems from the market's early pricing in of a peace deal between Iran and the U.S., forming a triple positive resonance pattern: expectations of geopolitical easing suppress energy prices, indirectly weakening global inflation persistence, and undermining the underlying logic for the Federal Reserve's continued hawkish rate hikes; the US dollar index is under pressure and weakening.

Currently, the market is preemptively pricing in the optimistic expectations of geopolitical conflict easing, with the market already fully reflecting the positive premium from the cooling situation.

In the short term, as long as the tone of Iran-U.S. negotiations remains relaxed, the bullish pattern for BTC has solid support. However, it is important to view the fundamentals rationally; if both sides want to reach a substantive comprehensive agreement, it will still take multiple rounds of negotiations over 30 days, combined with political bargaining, implementation of terms, and other uncertainties. The subsequent market may still experience fluctuations and volatility.

BTC trading suggestion: buy at 791-795, stop loss at 800 points, target 807, break through to see 817-823.

ETH trading suggestion: buy at 2258-2275, stop loss at 40-50 points, target 2239, break through to see 2270-2411.