Woofun AI reports that the global market narrative is shifting from Middle East conflict resolution to post-war asset revaluation, driven by details of a US-Iran memorandum involving lifted export bans and a $300 billion private investment fund. While Iranian oil stranded at sea prepares to re-enter the market, uncertainty remains regarding Strait of Hormuz recovery timelines, with European allies expressing caution over mine clearance operations. This geopolitical de-escalation has not significantly cooled gold demand, as central banks continue to accumulate reserves against persistent debt and geopolitical risks, .

Concurrently, global monetary policy is diverging, with the Bank of Japan raising rates to 1% and the Reserve Bank of Australia pausing hikes, signaling a phase of maintaining higher rates without rapid liquidity contraction. Market focus has shifted to Federal Reserve Chair Kevin Warsh's first FOMC meeting, where expectations are moving from rate-cut timetables to potential rate-hike risks. Despite these macro headwinds, risk assets like SpaceX continue to attract capital, highlighting a disconnect between valuation and liquidity. The crypto market's trajectory now hinges on whether the Federal Reserve manages liquidity through balance sheet reduction, which could trigger a revaluation of tech and digital assets.