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#美伊谈判推迟 Trump pushes hard for the US–Iran 60-day agreement— is this the “downside fully priced in,” or the prelude to a bigger turning point?
Trump has just said: the US and Iran have signed a memorandum of understanding, and a final agreement must be reached within 60 days; otherwise, "don’t let Iran feel good," and he added that the Strait of Hormuz has reopened, with 700 oil tankers in motion.
💡 My take:
✅ Short-term bullish/neutral— the geopolitical risk premium is fading, crude oil is under near-term pressure, risk-off selling in the crypto market is weakening, and BTC may take the opportunity to stabilize and rebound. Stop using “war panic” as an excuse to dump.
⚠️ But don’t get too naive— Trump said, "They’ll run out of 60 days and won’t get the money." Iran also demands that Israel keep its commitments, and the first round of talks in Switzerland has been postponed. These 60 days will most likely be a roller coaster of back-and-forth bickering and maximum pressure, not a smooth reconciliation. 🔥 On Trump’s track, the dogecoin Conan fund ecosystem staking is moving in. It will surely ignite the market.