Something just shifted in the geopolitical landscape. Trump posted on social media that the US and Iran have essentially reached a deal. A key part? The Strait of Hormuz will reopen. For traders, this is a liquidity trigger, not just a headline. A reopened Hormuz means oil supply fears unwind fast. That directly impacts inflation expectations and risk appetite. When oil drops, bond yields tend to ease, and capital flows back into risk assets. That setup historically favors BTC and ETH as liquidity proxies. Privacy coins like ZEC often see renewed interest when macro uncertainty compresses. The market was already pricing a cautious tone. This deal, if confirmed, flips that script. The watchpoint now is whether the official text holds up and how Iran's regional posture adjusts. A de-escalation of this magnitude rewrites the near-term risk premium. Personal analysis only. NFA. DYOR. $BTC $ETH $ZEC