US-Iran Deal Hopes: Trump says an agreement is “largely negotiated” with Iran, tied to a 60-day ceasefire extension and conditions around lifting the naval blockade and handling enriched uranium—pushing risk appetite higher even as US/UK cash markets are shut for holidays. Korea-US Business Signals: AmCham Korea brings Mick Mulvaney to Seoul to brief executives on “Trump 2.0” economic-security priorities, with attention on semiconductors, shipbuilding, energy, AI, and how Iran and North Korea could shape the partnership. Peninsula Diplomacy: South Korea’s foreign minister is set to meet Singapore’s Vivian Balakrishnan in Seoul to coordinate on peninsula and regional issues after Balakrishnan’s China-North Korea stop. Nuclear Diplomacy Stalls: The UN NPT review conference ends without consensus, with Iran blaming US “obstructionism” and the UN chief calling it a missed chance to reduce nuclear risk. North Korea Context: A new essay argues Moscow-Pyongyang ties are being reshaped by deeper military cooperation, while KCNA notes Kim Jong-un’s recent ribbon-cutting for an overseas-operations combat museum. Crypto/Markets: Solana activity hits record highs despite a Q1 price drop, keeping traders focused on usage over valuation.