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#IranSanctionsAndTalks a race between sanctions and diplomacy. If US pressure hits oil exports and payments first, crude could rebound, inflation could rise and dollar liquidity could tighten. If Qatar and Oman get talks moving first, oil and gold may lose their risk premium. BTC sits between both outcomes. Less geopolitical fear weakens the haven trade, but better liquidity helps risk assets. The market isn't just pricing peace or conflict. It's pricing which path reaches markets first.