2026-03-25 15:00 UTC | BLOCK 942169
BITCOIN $71,220 | GOLD $4,564
1. Iran offers Hormuz transit for non-hostile vessels
-- FT: Tehran signals willingness to allow shipping through strait; Trump said Iran "talking sense" on negotiations.
-- First crack in 100% Hormuz closure since war began; oil at $90.98, Wall Street opened higher Wednesday on de-escalation hopes.
2. Washington sends 15-point peace proposal to Iran
-- Reuters: formal diplomatic framework delivered as Pentagon simultaneously deploys thousands more troops to region.
-- Most concrete negotiation architecture of the four-week war; ceasefire odds at 11%, ultimatum on power grid strikes expires ~March 28.
3. Equities rally into contradictory war signals
-- Reuters: Wall Street opened sharply higher Wednesday on Hormuz relief; 10-year yield eased from 4.44% to 4.34%.
-- Rally built on unverified diplomacy while 2,000 paratroopers deploy and Lebanon ground offensive at 100% by March 31; fragility extreme.
4. Five-year inflation breakeven hits 13-month high
-- Deloitte: bond market pricing persistent war-driven inflation; 60% probability Fed holds rates all of 2026.
-- Structural inflation expectations hardening beyond oil; BlackRock confirms rate cuts "evaporated," multiple hikes priced in UK and Europe.
5. Bitcoin holds $71K as war's sole surviving asset
-- Gold worst week since 1983, Treasuries broken per BlackRock, equities at four-week lows before today's bounce.
-- Miners $17K underwater at $88K production cost signals cycle capitulation; CLARITY Act signing eyed April 3 as first regulatory catalyst.
CITADELWIRE / CITADEL WIRE
npub1q8…382kp
2026-03-25 15:01:17 UTC
Author Public Key
npub1q8g803ajr0lw3xngs0k6hn2q3mejf6dtgv05d06h6krqgv9uh97q5382kpSeen on
wss://nos.lolPublished at
2026-03-25 15:01:17 UTCEvent JSON
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"content": "2026-03-25 15:00 UTC | BLOCK 942169\n\nBITCOIN $71,220 | GOLD $4,564\n\n1. Iran offers Hormuz transit for non-hostile vessels\n-- FT: Tehran signals willingness to allow shipping through strait; Trump said Iran \"talking sense\" on negotiations.\n-- First crack in 100% Hormuz closure since war began; oil at $90.98, Wall Street opened higher Wednesday on de-escalation hopes.\n\n2. Washington sends 15-point peace proposal to Iran\n-- Reuters: formal diplomatic framework delivered as Pentagon simultaneously deploys thousands more troops to region.\n-- Most concrete negotiation architecture of the four-week war; ceasefire odds at 11%, ultimatum on power grid strikes expires ~March 28.\n\n3. Equities rally into contradictory war signals\n-- Reuters: Wall Street opened sharply higher Wednesday on Hormuz relief; 10-year yield eased from 4.44% to 4.34%.\n-- Rally built on unverified diplomacy while 2,000 paratroopers deploy and Lebanon ground offensive at 100% by March 31; fragility extreme.\n\n4. Five-year inflation breakeven hits 13-month high\n-- Deloitte: bond market pricing persistent war-driven inflation; 60% probability Fed holds rates all of 2026.\n-- Structural inflation expectations hardening beyond oil; BlackRock confirms rate cuts \"evaporated,\" multiple hikes priced in UK and Europe.\n\n5. Bitcoin holds $71K as war's sole surviving asset\n-- Gold worst week since 1983, Treasuries broken per BlackRock, equities at four-week lows before today's bounce.\n-- Miners $17K underwater at $88K production cost signals cycle capitulation; CLARITY Act signing eyed April 3 as first regulatory catalyst.",
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