Oil just ripped past $100/barrel as US-Iran peace talks stall out.

NYT reporting Iran went radio silent on negotiations. Meanwhile Axios confirms Vance's Pakistan trip got scrapped.

Ceasefire expires tomorrow.

This is your macro risk-on alert. Energy sector about to print, and if tensions escalate further, expect flight to safety assets. Watch BTC correlation to traditional markets here—could decouple or dump with equities depending on how fast this moves.

Oil at $100+ = inflationary pressure = Fed pivot dreams dead = risk assets under pressure short-term.

Stay liquid. Volatility incoming.