Trump is expected to speak on NATO and Iran at 04:00 on April 2 in Turkey, which is 9:00 pm in Washington, D.C. on April 1. According to leaked details cited in the report, he plans to say the U.S. military mission in the region is nearing its end and that American objectives have been achieved. At the same time, responsibility for reopening the Strait of Hormuz, a critical route for global energy shipments, is expected to be pushed onto U.S. allies.
Leaked outline centers on NATO and Iran
Early speculation had focused on whether Trump might hint at leaving NATO. The report says the likely message now looks narrower and more tactical: claim that Washington has done what it set out to do, then frame the still-closed Strait of Hormuz as a problem for allied countries. It is a simple political line. In the reported version of the speech, Trump would be able to present an American victory while avoiding the need for a formal ceasefire.
The article says Trump has recently repeated that the Strait of Hormuz is “not our problem,” arguing that if Europe struggles to secure oil, Europe should deal with it. It also notes that there is little evidence of a U.S.-Iran agreement being close. Trump was quoted as saying that even without a deal, the U.S. would declare victory once its mission was finished and withdraw.
Congressional limits stand in the way of a NATO exit
The report adds that Trump cannot unilaterally pull the United States out of NATO. A 2023 law passed by Congress requires either approval from two-thirds of the Senate or an act of Congress for a NATO withdrawal. That leaves room for pressure on the alliance, but not for an immediate formal exit by presidential decision alone. The article says the Biden administration had already taken precautions in case Trump returned to office and tried to weaken NATO.
Oil above $100 and Asia trading hours are key crypto risks
For crypto markets, the report draws a split conclusion. A reduction in military operations, or even rhetoric pointing to peace, would generally help risk assets. But reopening the Strait of Hormuz may not happen at the same pace as any U.S. withdrawal, which means oil may stay elevated in the near term. The article says prices remain above $100 per barrel. If energy and food costs keep pressure on the economy, the Federal Reserve could face calls to raise rates, and that would weigh on digital assets. The report says such tightening, if it arrives before fresh QE gains traction, could leave crypto under pressure for six to seven months.
Asia is highlighted as a sensitive point because the Strait of Hormuz is a major supply route for Asian manufacturing economies. With Trump’s remarks landing close to Asian market openings, a U.S. withdrawal message paired with a lower strategic emphasis on the Strait could intensify risk-off sentiment and trigger selling. The article links that pattern to historical pressure on cryptocurrencies, with carry trade speculation and oil supply concerns adding to the downside.
Withdrawal language clashes with ongoing military deployments
The same report notes that the U.S. is still sending troops, ships, and aircraft to the region. That contradiction matters. A public message of withdrawal combined with continued military buildup weakens the market benefit that a de-escalation headline might otherwise create. With U.S. midterm elections approaching, Trump may be trying to cool tensions for domestic reasons, but the article says inflation, unemployment, and high rates would remain serious obstacles if oil stays in triple digits. It also gives a near-term Bitcoin range of $53,000 to $85,000.