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The memorandum was signed less than 48 hours ago, and the Switzerland talks have directly fallen apart.
Israel continues to attack Lebanon, Iran's delegation refuses to attend, and Vance cancels his trip— the first point of the memorandum, "including Lebanon, cease military operations," has become worthless paper.
Netanyahu's attitude is very clear: Israel is not a signatory, so why should they implement it?
The market reaction was faster than lightning: Japanese and Korean stock markets turned from gains to losses, gold and silver did not rise but fell (large institutions sold high-liquidity assets to cover margins), BTC dropped 3% below 63k, and within 24 hours, 118.6k traders were liquidated, losing $453 million.
A large number of put options were bought on Deribit, with strike prices directly targeting 52k.
Remember this pattern: geopolitical easing → funds bet in advance → negotiations collapse → mass escape. Buying expectations, selling facts—cryptocurrency markets are always the first to have liquidity drained.
Do you think BTC can hold 60k? A: Yes, 62K has held for 9 rounds.
B: No, 52K is the line.
#BTC #ETH #加密货币 #美伊 #Middle East