Short-term, this is a classic risk-on reaction.
Less geopolitical tension → lower oil prices → lower inflation fears → more appetite for stocks and crypto.
The real question isn't today's $1.3T move. It's whether this peace momentum lasts. Markets can price in good news quickly, but they can also reverse just as fast if the narrative changes.
For now, capital is rotating back into risk assets. 📈
$1.2 trillion has been added to the US stock market today.
$100,000,000,000 has been added to the crypto market since US-Iran peace deal.