$BTC GEOPOLITICAL SHAKE-UP: Iran Floats Nuclear Concessions — But Not a Full Stop

Tensions just took a dramatic turn.

Iran’s government has reportedly offered partial nuclear concessions in ongoing talks with the U.S., including a temporary pause in uranium enrichment and the possibility of sending part of its highly enriched stockpile abroad — if sanctions relief is granted.

That’s a significant shift. But here’s the catch: Tehran has not agreed to fully halt enrichment, which remains Washington’s core demand.

This isn’t a breakthrough — it’s a calculated move. Markets will now price in probabilities: reduced escalation risk, potential sanctions relief, and possible ripple effects across oil, the dollar, and risk assets.

Is this the first step toward de-escalation… or just strategic posturing in high-stakes negotiations?

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