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Diplomatic momentum around U.S.-Iran talks is real, and the guarded optimism coming out of Pakistan reflects a genuine opening worth pursuing. Tehran hasn't shut the door, and Russia's readiness to assist signals broad international interest in a peaceful resolution. Letting this process play out is the responsible path forward — escalation helps no one.
These talks are shaping up to be a stalling tactic, plain as day — Iran's hardliners are firing on tankers while negotiators smile for cameras in Islamabad. The IRGC is running the show in Tehran, and any concessions made at the table will get torched the moment negotiators fly home. Markets betting on a quick peace deal are setting themselves up for a brutal correction.