Bitcoin

Geopolitical risk has been a persistent drag on risk assets; a credible US-Iran detente would reduce safe-haven demand for gold and the dollar, freeing capital for higher-beta plays like crypto. It also lowers the probability of oil price spikes that could reignite inflation and delay Fed rate cuts.

Iran is considering a US proposal to end the war, and the White House believes it is close to a 14-point memorandum of understanding.

Iran Peace Deal Could Unleash Wave of Bitcoin From Sanctioned Miners

Peace deal with Iran could trigger a massive sell-off from Iranian Bitcoin miners hoarding cheap energy coins.

The US-brokered peace deal and the focus on transit corridors align with a broader trend of de-risking global supply chains and fostering regional stability. Successful implementation could reduce reliance on certain geopolitical hotspots, indirectly impacting investor sentiment and risk appetite.

US Vice President JD Vance visited Armenia on Monday and will visit Azerbaijan on Tuesday to advance a peace deal between the two countries brokered by the US.