$AIA June 14, 2026. The agreement between the United States and Iran has been signed. The Strait of Hormuz has reopened.

I waited over 100 days before writing this sentence.
When the conflict erupted on February 28, the crypto market was initially shocked, then sold off sharply. Each escalation phase saw prices fall along with Bitcoin. Each time a de-escalation signal appeared, they rebounded together. Over the past six months, the price chart of cryptocurrencies has essentially been a chart of the situation in the Strait of Hormuz.
Now the pressure has been lifted. I want to explain what this means for the market, layer by layer.
First, the contents of the agreement.
Negotiations mediated by Pakistan, Qatar, and Egypt were completed on June 14, with electronic signatures signed. The framework consists of 14 key points. Iran commits not to acquire nuclear weapons. The U.S. will gradually lift the naval blockade within 30 days. Iran’s frozen assets of $25 billion will be released. After a 60-day transition period, a final agreement will be reached. Following Trump’s announcement, the Strait of Hormuz was immediately open to all traffic. Israel stated that the agreement threatens its security interests and expressed concern. Not all procedures have been completed, but the strait is open, which is a sufficiently significant change.
Now, let’s talk about the economy.
20% of global oil consumption passes through the Strait of Hormuz. In the past four months of the strait being closed, global energy costs have risen by 23.5%. Oil prices once exceeded $100, sometimes even reaching $110. This energy shock pushed the consumer price index (CPI) year-over-year growth rate to 4.2% in May 2026. It dampened market expectations of Fed rate cuts. Goldman Sachs has removed all rate cut plans for 2026.
As the strait reopens, this chain begins to reverse.
Before the agreement was announced, oil prices had fallen from $92 to $88. With news of the strait opening, this movement will accelerate. Energy costs will decrease, and inflation will also decline. As inflation drops, the Fed’s room for maneuver will open. When the Fed’s room opens, risk assets will gain more confidence.
So how has Bitcoin performed during this process?
At each stage of conflict escalation, Bitcoin fell along with stocks. On June 11, when Trump announced the agreement was near, Bitcoin rose 3% along with the Nasdaq index. This is a typical risk appetite increase. It’s not a safe-haven move but a performance of risk assets.
This distinction is very important. For those who view Bitcoin as digital gold, these four months have been a harsh lesson. The market priced Bitcoin as a growth stock, not gold. With the agreement reached, similar mechanisms will begin to work in reverse. Risk appetite returns, and Bitcoin will participate.
The level of $59,100 is crucial. This level formed the bottom during multiple pressure points in 2026. Above this level, the structure is considered complete. As the agreement becomes permanent and energy pressures ease, this bottom will become more solid. But it must also be noted that this news has been partially digested by the market in advance. Prices found some support from Trump’s announcement on June 11, Pakistan’s news on June 12, and each de-escalation signal. The full signing of the agreement has brought new momentum but does not guarantee a vertical rise.
The real impact will become evident in the coming weeks. As oil prices fall, inflation data will tend to ease. If the Fed changes tone at the July or September meetings, that will be a bigger catalyst for the market. The current agreement is the first domino in this chain.
In this process, altcoins reacted more strongly than Bitcoin. Tokens related to AI and high-beta altcoins performed notably on the agreement news. When risk appetite returns, the impact on more liquid but less volatile markets will grow proportionally. This is very important for understanding the dynamics of these weeks.
This morning, I opened Gate and noticed a historically significant scene on the screen.
Over 100 days of geopolitical pressure are being lifted. I held my positions through this pressure without selling. I didn’t sell because this decline was not Bitcoin-specific but caused by macro external shocks. External shocks will be resolved. This time, it has been resolved.
Now, the situation in front of me is much clearer.
The Fed meeting is scheduled for June 16-17. Geopolitical pressures have eased. Last week, ETF fund flows began to stabilize. On-chain funds continue to accumulate. The Senate is reviewing the “Clear” Act. This agreement itself cannot solve all problems. But the largest cloud hanging over the market for months has cleared this morning. The market is beginning to notice this.

#MyGateTradeStory
This content is for informational purposes only and does not constitute financial advice.