A U.S.–Iran five-point deal and 60-day sanctions pause have priced out the geopolitical premium — but Iran's rejection of IAEA inspectors keeps implementation risk very much alive. Gold slips below $4,200 as safe-haven demand fades. Oil stays pressured on supply relief expectations. DXY surges past 101.4 to a one-year high, eyeing 102 resistance. BTC consolidates in the $60K–61K support zone as dollar strength weighs. ⚠️ Ceasefire optimism is priced in, but execution risk isn't — manage position sizes and watch the dollar closely for the next catalyst.