Iran's delayed response, why is the market starting to feel uneasy?

Recently, Trump has been repeatedly hinting:
"The agreement is about to be signed."
But the problem is—
Iran has not officially confirmed it.
This has caused global capital to enter a very delicate state:
Wanting to be optimistic, but not daring to be too optimistic.
Because the current market has already clearly priced in a ceasefire expectation.
Risk assets are rebounding.
Crude oil is retreating.
BTC is becoming active again.
But the actual agreement has not yet been finalized.
And what is the biggest fear in the capital market?
False positive signals.
Because if the subsequent results fall short of expectations, the market will quickly correct.
Especially since many trading logic currently rely on:
Oil prices continuing to fall.
But if negotiations fail, crude oil could surge again.
At that point, the entire risk asset chain will come under renewed pressure.
And BTC's current position is the most awkward.
It benefits both from risk-on sentiment.
And from systemic uncertainty.
This has recently caused it to frequently show:
A rise in safe-haven sentiment, with buyers;
And a warming risk appetite, with prices continuing to rise.
The market is now hard to explain with past logic.
Because BTC is gradually entering the global macro asset framework.
And what truly determines the trend next is not just the content of the agreement.
But whether:
The market is willing to believe that the agreement can last. #BTC回调 #