🇺🇸🇮🇷 Markets opened the week with a split decision.
Stocks up, oil down. Almost 5%. The Iran deal optimism is real but cautious.
The market's actual question isn't whether a deal gets signed. It's when the Strait of Hormuz reopens, and how long it takes to repair infrastructure and ramp production back to pre-war levels.
A memorandum of understanding doesn't move a tanker. The Strait does.
The MoU exists on paper. The Strait stays closed until everything is certified and signed.
The market is pricing in hope. Not reality. Yet.
HYPEUSDT
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