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ToggleThe world's tense nerves have finally found a moment of respite. After weeks of extreme pressure and military conflict, Iranian officials have for the first time released a clear signal of de-escalation.
Iranian President: Ready to End the War, But Guarantees Needed
According to the latest news, Iranian President Masoud Pezeshkian stated publicly on April 1st:
"We are prepared to end the war, but we hope to obtain guarantees."
This short sentence became a key turning point in reversing global macroeconomic expectations. Although Pezzichian did not elaborate on whether the so-called "guarantee" referred to the lifting of US sanctions, regime security guarantees, or concessions on control of the Strait of Hormuz, the statement of "willingness to cease hostilities" was enough to reassure the market.
Financial markets revel: US stocks surge, oil prices plummet
Following the Iranian president's remarks, global funds were rapidly reallocated, resulting in a highly volatile dual-track market trend characterized by both a "risk-on" response and a "reduction in geopolitical premiums."
- Crude oil plunge: As the most direct barometer of the Middle East conflict, Brent crude oil fell 4.00% intraday, with prices quickly falling back to about $103 per barrel, greatly easing anxieties about global supply chains and inflation.
- US stocks surged: Wall Street stocks staged a retaliatory rebound, with the Nasdaq index, dominated by technology stocks, soaring more than 3%, and the S&P 500 and Dow Jones Industrial Average both rising more than 2%.
- Precious metals surge: Despite the cooling of the war, uncertainty remains in the market regarding currency devaluation and a potential agreement. Spot gold rose to $4,640 per ounce, a daily increase of about 2.8%; spot silver surged even more, by 6.00%, approaching $75 per ounce.
Cryptocurrencies surge, with Bitcoin breaking through $68,000.
Meanwhile, the cryptocurrency market, which is highly correlated with macro liquidity, also saw strong buying . Amid a rally in risk assets driven by truce expectations, Bitcoin (BTC) briefly broke through the $68,000 mark; Ethereum (ETH) also rallied, successfully breaking through the $2,100 resistance level.
Analysts point out that Iran's statement offers the possibility of a "dignified detour" for the Middle East situation. If countries can subsequently reach an agreement through diplomatic channels and completely unblock the Strait of Hormuz, it will not only significantly reduce the risk of the global economy falling into stagnant inflation, but may also trigger a new wave of strong bullish trends for risk assets such as Bitcoin in the second quarter of 2026.
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