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The important shift is not simply from pressure to diplomacy, but toward a contest over timing. Wider US sanctions could constrain Iran's oil and payment flows before Qatar-backed talks or the Iran-Oman proposals for a temporary Hormuz corridor, joint mine-clearing and management can reduce uncertainty. That sequencing matters across markets. Oil's risk premium has already eased with lower tensions, yet renewed energy inflation and tighter dollar liquidity remain plausible if sanctions bite first. If talks lead, oil and gold premiums may fade, while BTC faces a mixed setup: less haven demand but potentially better liquidity. Not advice, just analysis. #IranSanctionsAndTalks