The new BONK Financial Corp Safety Shot (SHOT) token price is halved.

Overnight to early morning, US-Iran peace talks made major progress. According to media reports, the U.S. agreed to allow Iran to maintain uranium enrichment at a maximum of 3.67%, a condition Iran accepted. The two sides are also arranging discussions on the return of International Atomic Energy Agency (IAEA) inspectors to Iran, with a preliminary agreement on Iran’s uranium enrichment level expected. Brent crude oil’s intraday losses widened to nearly 8%. After meeting with Qatar’s prime minister on Monday, Trump said there is no need for military action currently; if the Middle East situation changes, the U.S. stands ready to act at any time, but such an outcome is “extremely unlikely” for now. Affected by the news, the S&P 500 notched its largest daily gain in seven months, while the Dow Jones closed up more than 2% each; the semiconductor index rose nearly 7%, with a two-day cumulative gain of 11%. In terms of individual stocks, data from the BIT Stock Platform shows AMD rose over 10%, SpaceX gained nearly 6%, while Nvidia fell 4.27% against the trend due to the Jensen Huang incident. AI stocks continued their rebound: among optical communication concept stocks, Coherent rose nearly 17%, Lumentum gained over 10%, and MRVL rose 9.49%; storage stocks SNDK rose 6.16%, STX and WDC both climbed nearly 10%; neocloud concept stocks NBIS rose 9.24%, CRWV gained 5.56%. Crude oil was pressured by expectations of easing geopolitical tensions. Brent crude once dropped nearly 8%, and West Texas Intermediate (WTI) crude fell more than 6% at one point. Meanwhile, as the U.S. dollar index retreated, copper and precious metals (gold and silver) rebounded. Notably, HTX market data shows Bitcoin, which had been relatively resilient amid prior declines, performed weakly in this rebound, still failing to recoup its losses from yesterday’s morning session, and was temporarily trading at $75,337.00.

Donald Trump said he had a phone call with NVIDIA CEO Jensen Huang today, adding that Huang is in good condition, that he does not know the identity of the woman, and that the FBI is investigating the matter.

According to Bitget market data, international crude oil prices have plunged more than $1.5, while gold and silver rallied in the short term. Meanwhile, U.S. stock gains widened: the Nasdaq 100 rose 3.4% intraday, the S&P 500 was up 2.47%, the Dow Jones gained 2.36%, and the Nasdaq Composite rose 2.82%. On the news front, Al Arabiya TV cited Arab sources as reporting that a plan proposed by Qatar and Pakistan has reactivated substantive negotiations between the U.S. and Iran. The two sides are expected to reach a preliminary agreement on Iran's uranium enrichment issue. Sources also said that under the proposed agreement framework, the Strait of Hormuz will be immediately reopened and the maritime blockade lifted; the U.S. will release Iranian assets worth $6 billion to $9 billion after the deal is reached.

According to IFR, a media outlet under Reuters, Anthropic will launch its Nasdaq IPO roadshow on Tuesday morning local time. BlockBeats reported yesterday that potential buyers of Anthropic are currently discussing a valuation range of $1.2 trillion to $1.3 trillion, with some investors even eyeing a figure as low as $1.1 trillion. Earlier market expectations had once hit as high as $2 trillion, and the reasonable valuation before Thursday’s U.S. stock market slump stood at around $1.4 trillion to $1.5 trillion. Driven by factors including the Democrats’ sweep of Congress and expectations of tighter government scrutiny on data center expansions, valuation forecasts have been sharply revised down. Still, Anthropic has not delayed its IPO and is proceeding with the process as scheduled.

According to Al Arabiya, citing Arab sources, proposals put forward by Qatar and Pakistan have prompted the United States and Iran to resume substantive negotiations. The two sides are arranging discussions on the return of International Atomic Energy Agency (IAEA) inspectors to Iran, though the specific scope of the inspectors' tasks remains unclear. Sources said Washington has allowed Iran to retain its enriched uranium with a 3.67% purity, a move Tehran has agreed to. The two sides are also exploring plans to reduce the purity of Iran's highly enriched uranium via a third country. A preliminary agreement on lowering Iran's uranium enrichment level is expected between the U.S. and Iran, with Washington demanding a cut to Iran's existing stockpile of enriched uranium with 60% purity.

According to Al Arabiya TV citing Arab sources, under the currently discussed US-Iran deal framework, the Strait of Hormuz will be opened immediately upon the deal’s conclusion, and the relevant maritime blockade will be lifted. As part of the deal, the US is expected to unfreeze Iranian assets worth between $6 billion and $9 billion. The plan proposed by Qatar and Pakistan has reignited substantive negotiations between the US and Iran. The two sides are expected to reach a preliminary agreement on Iran’s uranium enrichment issue. Sources said Washington has allowed Iran to conduct uranium enrichment within its borders at a 3.67% concentration, which Tehran has already agreed to. Meanwhile, the US has demanded that Iran reduce the concentration of its existing 60% enriched uranium, and the two sides are considering enlisting third-party assistance to address Iran’s highly enriched uranium issue. In addition, the two sides are arranging discussions on the return of International Atomic Energy Agency (IAEA) inspectors to Iran, though the specific scope of their tasks remains unclear.