Solana’s SOL added $19.6 million in liquidations, ZEC saw $13.4 million, and XRP contributed smaller amounts alongside a long tail of altcoins. Even tokenized silver and gold positions got caught in the unwind as the commodity complex repriced the removal of war premium.

The ceasefire itself is conditional.

Trump called it a “double sided ceasefire” and said the U.S. had “already met and exceeded all military objectives.” Iran confirmed the suspension but hedged on the Strait of Hormuz, saying oil tankers could transit for two weeks “via coordination with Iran’s armed forces and with due consideration to technical limitations.”

For context on how extreme the positioning had become, the Fear and Greed Index sat at 8 on Sunday, continuing a tread of readings under 10 throughout the entire conflict. Elsewhere, Santiment data showed five bearish social media posts for every four bullish ones. Every sentiment and positioning indicator was pointing in one direction. The ceasefire pushed the market violently in the other.

Bitcoin’s move to $72,700 puts it at the top of the $65,000 to $73,000 range that has contained every rally and selloff since the war began.

Whether this breaks the range or becomes another headfake depends on what “two weeks” turns into.

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BTC's price surge. (CoinDesk)

Risk assets rose late Tuesday as oil collapsed after Trump and Iran confirmed the two-week ceasefire.

What to know:

  • Bitcoin jumped to $72,700, with broader crypto and U.S. stock futures rallying after former President Donald Trump announced a two-week cease-fire with Iran.
  • Oil prices tumbled more than 10%, with West Texas Intermediate crude falling to about $95 a barrel as the cease-fire eased fears over disruptions in Middle East…

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