Crypto Scenario Insights

US-Iran Accord and Strait of Hormuz Reopening: Will Macro Liquidity Boost Bitcoin?

What happened

US Vice President Vance confirmed the electronic signing of a US-Iran agreement, with a formal ceremony scheduled for Friday.

What we think

The most likely outcome is a neutral-to-moderately bullish consolidation (50% probability) leading up to Friday's formal signing in Switzerland.

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US-Iran Accord and Strait of Hormuz Reopening: Will Macro Liquidity Boost Bitcoin?

We explain what happened and what could follow. We do not forecast prices.

Read the full analysis