Sign Protocol keeps bringing me back to the same point.
Some deals in the Middle East do not look dead to me. They look delayed by a shift in how they need to be handled. Interest can still be there, but once the process gets more formal, more visible, and harder to push through on loose alignment alone, the pace changes.
That is usually where people misread what they are seeing.
From the outside, it looks like momentum faded. To me, it looks more like the terms of movement changed, and not everyone adjusted at the same speed.