How important is a permanent ceasefire? The US-Iran agreement may be opening the door to a new bull market

The capital market is never afraid of bad news.
What it fears most is the unknown.
And the formal ceasefire between the US and Iran precisely eliminates one of the world's biggest geopolitical uncertainties.
After the Strait of Hormuz is reopened, global energy supply stabilizes again.
Oil prices quickly fall back.
This means:
Global inflation pressures decrease;
Corporate costs decrease;
Economic growth expectations improve;
The probability of rate cuts increases.
As a result, the crypto market is the first to start a "celebration mode."
BTC re-breaks above $65,000.
Altcoins generally rise.
Market sentiment clearly heats up.
In fact, the last few major market moves have all been driven by liquidity improvements.
And now, several positive factors are gradually resonating:
The AI industry continues to be highly prosperous;
US stocks remain strong;
Geopolitical risks decrease;
Expectations for rate cuts strengthen;
Institutional funds continue to flow in.
When these factors combine, the market's risk appetite may further release.
Can the agreement remain stable in the long term?
From an economic interest perspective, peace is far more beneficial to both sides than conflict.
Therefore, the probability of long-term stability is not low.
And the most favored scenario in the capital market is precisely this kind of stable expectation.
So, for BTC, $65,000 may just be a restart, not the end. #我的Gate交易时刻