#HormuzDealNearsSigning

$BTC US and Iran Near Hormuz Deal, Bitcoin Returns to $64K The US, Iran, and Oman are "close to reaching" a temporary agreement to reopen the Strait of Hormuz for 60 days, with the US hoping to announce it today. Markets reacted swiftly: oil plunged nearly 6%, while the S&P 500 and Dow hit record highs, and Bitcoin returned to $64,000. Ebbing避险 sentiment, combined with a "disinflation trade" narrative, is supporting risk assets. However, Bitcoin only rose about 1%, underperforming gold miner ETFs and the Nasdaq — suggesting crypto markets are showing muted reactions to macro positives. Risk note: Discrepancies remain between US and Iranian statements, and the agreement's implementation is uncertain. BTC faces resistance at $64,300, with short-term consolidation likely.#财报观察员：业绩喜忧参半，解禁将至！SpaceX后续怎么看？ #SpaceX首份财报超预期，解禁仍是关键变量 #AMD财报超预期，增长已被透支？ $ETH $SOL

"Overnight Financial News" 1. Market Overview • US and Iran may reach an agreement on Strait of Hormuz navigation, igniting bullish enthusiasm, with the three major indices closing sharply higher • S&P 500 index hits the first new high since June, closing at 7736.52 (+1.79%) • Dow Jones hits a historic closing high, closing at 54085.88 (+1.71%) • Nasdaq closes at 26584.99 (+2.59%) 2. Semiconductor Sector Surge • Philadelphia Semiconductor Index soars 6.55% • SanDisk (SNDK) rises over 10%, SK Hynix up 8%, Micron up 7.6%, Nvidia up over 2% 3. Macroeconomic Data • US June JOLTs job openings at 7.36 million, slight decline, overall labor market remains stable with limited layoffs • US June trade deficit narrows to $73.3 billion, imports decline for the first time since the beginning of the year • OPEC July crude oil production increases by 1.16 million barrels/day to 19.44 million barrels/day, with Iraq, Kuwait, and Saudi Arabia contributing almost all the increase 4. Policy and Geopolitics • US Treasury Secretary Yellen states that a Strait of Hormuz opening agreement may be reached soon, WTI crude oil plunges 5.7% to $75.77/barrel • White House does not plan to disclose details of advanced AI model evaluation framework publicly, only to participating companies • "Fed mouthpiece" Nick Timiraos: Yellen's policy reaction function shifts away from dovishness, advocating ignoring recent shocks, core inflation "very stable" 5. Individual Stocks and Industry Updates • Apple: Begins preparations for September event, Ternus to host as CEO for the first time, possibly held in early September • Novo Nordisk: Raises performance guidance for the second time this year, with increased sales expectations for obesity and diabetes drugs • Wells Fargo: AI data center construction boom spills over to boost traditional industrial stocks, about 40 hyperscale data centers currently under construction • Bank of America: Initiates coverage on SK Hynix with a "Buy" rating, target price $250 #EarningsRealityCheck #SpaceXBeatEstimates #AMDBeatsButDrops

🆘 BREAKING NEWS !!! U.S., IRAN, AND OMAN NEARING HISTORIC DEAL TO SECURE STRAIT OF HORMUZ 🇺🇸🇮🇷🇴🇲 • Temporary Agreement 🤝: The United States, Iran, and Oman are on the verge of finalizing a 60-day interim pact to safely manage maritime traffic through the critical Strait of Hormuz. • Toll-Free Routing 🚢: Under this new framework, commercial vessels will be heavily protected and routed through Iranian and Omani territorial waters with absolutely no transit fees imposed. • Mine Clearance 💣: Crucial demining operations in the central shipping lanes are officially scheduled to be fully completed within the next 30 days. • Long-Term Stability 🌊: This rapid cleanup effort paves the way for permanent two-way maritime traffic, which will be governed by ongoing negotiations between Oman and Iran. $CL $BZ $XAU $BTC $ETH #OilDropsBelow80

🚨 Potential U.S.-Iran Agreement on Strait of Hormuz Reports suggest the U.S. and Iran could announce a deal related to the Strait of Hormuz as early as tomorrow. Details circulating include: A 60-day agreement Removal of naval mines from the strait No tolls or service fees for ships If confirmed, this could ease geopolitical tensions and support energy market stability. Markets will be watching closely for official confirmation. What’s your take on the potential impact for oil and risk assets? $CL $BZ $XAU #EarningsRealityCheck

🇺🇸🇮🇷 Breaking: The U.S. says a deal with Iran to reopen the Strait of Hormuz could come as soon as tomorrow. A successful agreement could ease geopolitical tensions, reduce pressure on oil prices, and improve overall market sentiment across global equities and crypto. Do you think this could spark a broader risk-on move? 🌍📈 #BigTechEarningsWatch

Brent crude oil fell to $83 as Bessent hinted on a possible deal with Iran to reopen the Strait of Hormuz. If a deal occurs by tomorrow, this could quickly send oil back to pre-war levels. $BZ

BREAKING: $1,000,000,000,000 added to the US stock market today as Treasury Secretary says a US-Iran deal on Hormuz could happen by tomorrow. $AVGO $MU $MRVL

🛢️ Hormuz is about to reopen, and the war premium is drained in one breath · Besente: It is possible to reach an agreement with Iran tomorrow to open the Strait of Hormuz Rubio: progress in the negotiations; Iran's position softens, considering letting Europe into the Strait for mine clearance · WTI intraday-5%, falling back to $74.66; Stoxx600 hit a new high in July Once the oil collapses, the logic of "war = inflation = interest rate hike" becomes loose. Half a month ago, the market was afraid of oil prices pushing up inflation and forcing the Federal Reserve to not cut interest rates. Now this downward catalyst is being dismantled one by one, and risk assets collectively breathe a sigh of relief-half + 6%, Intel + 10%. The only thing that's still pretending to sleep is encryption. $BTC is stuck at 64K, and risk assets do not follow when they rise, but they fall when they fall. This divergence of "following the decline and not following the rise" is the most important signal to focus on now-the narrative favors the bulls, but the price has not caught up. Don't rush to translate macro positives into reasons to buy. We'll wait for $BTC to get its own direction, then we'll talk about whether to follow. Walk to see 🧊$BTC $ETH

US stocks were mixed pre-market (SPX +0.2%, NDX -0.2%) as Trump signaled a possible Strait of Hormuz deal with Iran as early as Wednesday, tempered by Iran-backed Houthi threats to disrupt Red Sea travel. Brent rose +1.1% to $80/bbl; gold and silver gained. Notable pre-mkt movers included $SPCX -9% on surging AI spending, $MTCH -10% on disappointing paying users and revenues, and $LLY +3% on lackluster Wegovy pill sales at competitor $NVO. Equities remain fully priced with 2026 EPS estimates now $346 (+25% YoY) on AI and energy gains, implying a 22x forward P/E and an earnings yield below 10yr Treasury yields for the first time since early 2024, and before that 2000. I remain cautious on $TSLA amid falling estimates, the continued commoditization of unsupervised autonomy, and an extended valuation.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $DIS, $UBER, $LLY, $KHC, $OXY, and $SHOP report earnings today. On Friday, we get July employment numbers.