#USIranNuclearTalks
About USIranNuclearTalks
US-Iran indirect talks are continuing, with Qatar and other mediators working between both sides. Restoring transit through the Strait of Hormuz remains on the agenda, while Iran’s nuclear program and US sanctions have become central issues. Reports of concessions on sanctions, frozen assets and uranium enrichment have been denied or disputed by both sides. With no agreement on terms or sequencing, oil prices gave back gains of over 4%. Can progress in the talks ease supply-risk concerns?
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US-Iran talks collapse, oil prices soar wildly,gold and BTC crash! Is the semiconductor sector holding back a big move?
The pre-market sentiment today is chaotic,but the logic is solid. US-Iran negotiations have completely stalled, pushing oil prices directly up, with WTI crude futures rising over 4% approaching $96. When oil rises, gold and Bitcoin crash spot gold plunged nearly 3% and BTC fell below $83,000. Capital is flowing toward safe havens and energy sectors.
Tech stocks are experiencing
#USIranNuclearTalks Oil dropping despite no US-Iran deal caught my attention 👀
It suggests markets are already pricing some chance of diplomacy before anything is signed. But disputed sanctions, enrichment and frozen-asset terms show how fragile that optimism is.
The bigger risk may be expectations getting ahead of negotiations. Real progress could remove more of oil's supply premium.
A breakdown could put it back just as quickly.
Indirect US-Iran talks are keeping the Strait of Hormuz and nuclear questions in the same negotiation frame, but disputed reports of concessions point to the harder issue: sequencing.
Oil giving back more than 4% suggests traders see less immediate supply-risk pressure, not a settled outcome. Until terms are aligned, any relief is likely fragile.
#USIranNuclearTalks
Didn't check the news for a day, turns out this news crashed BTC and ETH.
Trump rejected Iran's latest proposal to reopen the Strait of Hormuz, causing crude oil prices to rise and the 10-year US Treasury yield to climb to 5.2%. Damn it, BTC, ETH, and other cryptocurrencies as risk assets are inevitably under pressure, really frustrating.
Next, we still need to focus on the further development of the US-Iran situation, as well as Wednesday's PCE data and Friday's non-farm payroll data.
Crypto’s biggest chart today may be an oil chart.
Trump rejected Iran’s seven-day proposal to reopen the Strait of Hormuz. Brent answered by jumping more than 2% above $106, while crypto market cap fell roughly 2% and about $330M in leveraged positions were liquidated.
The transmission chain is short: Hormuz risk → oil → inflation pressure → rate expectations → risk assets.
Today, barrels are trading crypto too.
Breaking: Qatari mediators set to hold separate talks with Iran’s Araqchi in New York and the US side Mon/Tue on an amended 7-day plan to end the war and reopen Hormuz. (Reuters)
Meanwhile:
• Trump denies Axios report on offering sanctions relief: "A HOAX... I offered them NOTHING!"
• Also Trump: Weighing a US diesel export ban as domestic fuel costs spike.
• The world: end wen?
