Gönderi

18 hours of talks. One Trump threat mid-negotiation. A walkout. Then a deal. This wasn't the original agreement. That was June 15, when Trump and Pezeshkian signed the MOU that formally reopened the Strait of Hormuz, sent BTC to $67,000, and liquidated $198M in shorts. This weekend was the first test of whether that deal would actually hold under pressure. It almost didn't. On June 21, Iran's delegation walked out of the Burgenstock resort after Trump posted mid-session that the U.S. would "hit Iran very hard again, only harder" unless Tehran halted support for its proxies in Lebanon. Iran's response: no return without an apology and Israeli withdrawal from southern Lebanon. BTC slipped back below $64,000. Oil jumped 2%. They came back anyway. VP Vance was on the ground projecting cautious optimism throughout. After 18 hours, Iran's FM confirmed two outcomes: a safe passage mechanism for Hormuz shipping and meaningful progress on unfreezing Iranian assets. A High-Level Committee was formed to carry the 60-day implementation process forward. Qatar and Pakistan co-mediated. The numbers tell the story across two dates. When the June 15 MOU was signed, Nasdaq jumped 1.71%, S&P 500 gained 1.22%, and BTC touched $67,000. By June 22, with the Swiss talks holding firm, WTI is at $77.54/bbl and BTC is still near $64,000, holding ground despite extreme fear gauge readings. The strait carries roughly 20% of global oil supply. Markets are pricing this deal as durable. Geopolitics is calming down, but crypto fear is still maxed out. Are you buying the disconnect or sitting on the sidelines? #HormuzDealBackOnTrack