Crypto Scenario Insights
What happened
A reported Trump-Iran deal temporarily secures the Strait of Hormuz and eases energy supply concerns. While nuclear issues remain unresolved, the resulting drop in oil prices could cool inflation, boosting global liquidi…
What we think
The most likely outcome is a sustained, moderate risk-on expansion for crypto assets (60% probability), driven by lower energy-driven inflation and subsequent global liquidity easing.
Read the analysis
Trump-Iran Ceasefire: Will Easing Geopolitical Risk Fuel a Crypto Risk-On Rally?
We explain what happened and what could follow. We do not forecast prices.