⚠️🌎The Impact of Earthquake in Global Markets! Delays in US-Iran Agreement: What Will Happen to Oil, Gold, and Crypto? 💣🚨

ℹ️ Friends, the eyes and ears of global markets have long been on the US-Iran front. A historic step is being taken toward ending the war, but there are still serious uncertainties and cracks at the negotiation table.
I have summarized the developments and their reflections on the markets for you in bullet points:
📌 Summary of the News and Critical Details
🔸Signature Puzzle: US President Trump and Pakistani Prime Minister Sharif announced that the first agreement to end the three-month-long war will be signed today. However, a statement from Iran (Foreign Ministry Spokesman Bekayi) said, "No signing today." The lack of a clear date is fueling uncertainty in the markets. ⏳
🔸What Does the Draft on the Table Say?: If an agreement is reached, Iran will open the Strait of Hormuz to traffic; in return, the US will lift the naval blockade, release some of Iran's frozen assets, and ease oil sanctions. 🛳️🛢️
🔸Nuclear Crisis on the Table: After this first step, a 60-day negotiation process will begin regarding the nuclear program. However, there is still a gap between the parties regarding uranium stockpiles and the scope of nuclear activities. ⚛️
🔸Israel and Lebanon Tension: Israel (Netanyahu) clearly announced that it will not be part of this agreement and will retain the unilateral freedom to strike for its security. Iran, on the other hand, wants the agreement to include Lebanon and for Israel to withdraw. Israel absolutely rejects this. 🇮🇱❌🇮🇷
📈 How Will Markets Price This Development? (Analysis and Effects)
🔹Oil Prices (Brent and WTI) 🛢️: The expectation that the opening of the Strait of Hormuz and easing of sanctions on Iranian oil will increase supply will lead to sharp declines in oil prices. However, delays in signing and Israel not recognizing the deal keep geopolitical risk premiums alive, limiting the decline and causing high volatility.
🔹Safe Haven Gold and Silver 👑: The possibility of ending the war normally puts downward pressure on gold. However, the inability to fully sign the agreement and ongoing Israel-Lebanon tensions keep the safe haven perception alive. Until the signing, we may see upward spikes and fluctuations in gold. Even if the agreement is finalized, the 60-day nuclear negotiation process remains a new risk factor.

🔹Cryptocurrency Market (Bitcoin and Altcoins) 🚀: The end of wars and increased global risk appetite always provide a vital boost for Bitcoin and crypto assets. Every positive news during the signing process lifts the crypto market; however, harsh statements from Israel or complete deadlock in signing could cause temporary selling pressure. The main trend will be positive with geopolitical easing.
🔹Global Stocks and Indices (S&P 500, Nasdaq, BIST 100) 📊: Expectations of falling energy costs and the opening of global trade routes (Hormuz) bring a spring atmosphere to global stock markets. Especially, the perception that inflationary pressures will decrease supports stock markets. The only risk is Israel taking unilateral military action in the region.
🟡In summary, friends; there is a great opportunity on the table, but until the "Signing completed" sound is heard, the market will continue its sawtooth (volatile) pattern. The best approach is to maintain your cash balance and follow steps calmly without panic.