The market's immediate focus is a #Pakistan - mediated proposal to end the war, which would reopen the Strait of Hormuz. The plan, tentatively called the "Islamabad Accord," calls for an immediate ceasefire followed by a comprehensive agreement within 15 to 20 days. This two-stage deal is the only near-term path to restoring a critical oil chokepoint.

Oil prices have already surged on the hope of this flow event. Last week, Brent crude rose 7.4% to more than $108 a barrel, and WTI climbed 7% to $107. The move accelerated this week, with WTI rising 3% to $115 a barrel after a fresh Trump threat. This 7-8% rally in a week is a direct bet on the Strait reopening and supply normalizing.$BTC $BNB $XRP