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The US-Iran peace talks are making massive progress, and it is completely flipping the global macro landscape. Everyone is looking at the price action. I’m looking at the reality. They’ve officially agreed on a 60-day roadmap, and the Strait of Hormuz is showing early signs of reopening right now. The immediate market reaction tells the entire story here. Oil has completely reversed, with Brent crude dropping straight back down to $79 a barrel as the massive supply panic completely cools off. Bitcoin briefly pumped back over $64k on the initial headlines, but do not let that fool you. The economic damage from months of this conflict is already priced in, and underlying liquidity is still inc

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