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#HormuzDealBackOnTrack Swiss talks opened June 21. Iran's delegation walked out mid-session — BTC immediately dropped below $64K, oil jumped 2% 👀 18 hours later: Iran's FM confirmed a safe passage mechanism for the Strait and progress on unfreezing Iranian assets. Qatar and Pakistan co-mediated a 60-day roadmap 🕊️ Asia-Pacific markets reacted before anyone else. Nikkei 225 hit a fresh intraday all-time high 📈 The walkout-to-agreement arc in 18 hours tells you everything about how these negotiations work. Maximum pressure, last-minute resolution, markets whipsawed in between 🫠 But a deal ≠ crisis over. 60 days of technical negotiations still ahead. Israeli actions in Lebanon, the pace of Iranian asset unfreezing, implementation details — any of these can become the next friction point 💀 The geopolitical risk premium is coming off. Nikkei and silver already reacted. The question for crypto specifically: how much capital flows back into risk assets from here — and is Fed tightening a bigger headwind than geopolitical easing is a tailwind? 🤔 Do you add on the deal news, or wait for the 60-day roadmap to actually confirm? 👇