It’s becoming clearer by the hour: the "Maximum Pressure" 2.0 via a naval blockade has hit a steel wall.
Trump’s recent military posturing around Iran was supposed to be the final move to break their resistance. Instead, it sent Bitcoin into a tailspin toward $60k, punishing global markets while achieving zero political concessions. The reality? Iran’s threat to expand the conflict across the entire region wasn't just talk—it was a strategic deterrent that the administration clearly underestimated.
Yesterday’s sudden shift to negotiations and the quick $10k bounce back to $70k proves that the White House realized a hot war is an "economic black hole" they can't afford. The withdrawal from the brink of conflict isn't a sign of goodwill; it’s a sign that the blockade failed to produce a collapse.
However, the damage to the crypto market remains. We are now seeing the price soften again because the "tough guy" rhetoric hasn't fully stopped. Traders are exhausted by this "Geopolitical Ping-Pong."
If the administration couldn't break the resolve now, with all those carriers in the water, they likely never will. We are stuck in a cycle where Bitcoin is being used as a high-beta proxy for war fears. I’m tired of seeing my portfolio bleed just because of failed brinkmanship.
Is anyone else bracing for more "fake-out" news, or do you think the market has finally priced in the reality that a full-scale war is off the table?