I'll be the first to admit that trying to predict anything based on Trump's decisions is a fool's game. The man is more volatile than the shitcoins he launched himself.


But if the Iran peace deal actually gets signed on Friday, I believe we are looking at the start of a massive bull rally.
Historically, almost every major war ending triggered a massive rally in risk assets:
Korean War: S&P +44% in the year after.
Gulf War: massive relief rally.
Iraq War: S&P +25% in year one.
In 19 out of 20 post-WWII conflicts, markets fully recovered in an average of just 28 days.
The Iran war has been without a doubt the biggest macro headwind for markets, so it's not surprising appetite for risk is collapsing the most. Bitcoin is sitting at $65k, down 48% from its $126k all time high. Most altcoins are looking much much worse.
But looks like that headwind is about to get lifted, and crypto as the highest beta risk asset on the planet will be the first to reprice when risk appetite comes flooding back.
Everyone who's been looking like an idiot for the last few months will soon look like a genius.
BTC-2.10%
SPX11.85%
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