Apr. 14 at 11:39 AM
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$BTC.X The situation between the United States and Iran around the Strait of Hormuz is already priced in. Tensions and restrictions are there — but markets are barely reacting.
That tells you everything: investors are not expecting escalation, but a resolution.
Behind the scenes, this is visible as well. Pakistan is pushing for talks, while China is influencing Iran. Movement is happening.
The negotiation itself is straightforward:
US (under Donald Trump): 20 years
Iran: 5 years
The outcome will likely land in the middle — around 8–12 years with phased sanctions relief.
Key takeaway: Markets are pricing in a deal, not escalation — and markets are often ahead of the headlines.
