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Daily signal from the smartest thinkers in geopolitics, bitcoin, macro & AI, in one place.
by The_Signal
Iran closes the Strait of Hormuz and reportedly demands Bitcoin for transit tolls, reshaping energy markets and Bitcoin's geopolitical role overnight. Meanwhile, corporate America bleeds jobs and narrative control frays at the edges.
Iran rejects reopening the Strait of Hormuz as oil premiums surge and Brent clears $110. Meanwhile, Strategy keeps stacking Bitcoin at $67K while $8.2 trillion sits frozen in money markets.
US and Israeli jets strike Iran as Tehran hits back at Saudi Arabia and Bahrain — markets reel while Strategy quietly stacks another 4,871 BTC at $67K.
Trump signals willingness to end Iran campaign with Hormuz still closed, foreign central banks dump Treasuries to 2012 lows, gasoline breaks $4, and Goldman sees option strikes at $450/bbl.
Trump signals willingness to end the Iran war with the Strait of Hormuz still closed — gas hits $4, oil options positioning 50x the 10-year average, and Europe quietly reverses its coal phaseout.
Simon Dixon frames the global crisis as financial vs. military industrial complexes; Tom Luongo watches US financial restructuring unfold while enemies burn cash.
The Strait of Hormuz closure enters catastrophic territory as WTI breaks $100, Trump threatens war crimes, and the macro commentariat warns the world is sleepwalking into an energy crisis.
The dominant story of the week — really, the only story that matters — is the US-Iran war, now entering its fifth week. What began as strikes has metastasized into something the commentators in this f
The Strait of Hormuz closure dominates Week 5 of the Third Gulf War as oil breaks $100, Trump threatens war crimes, and the macro crowd warns of demand destruction ahead.
The Strait of Hormuz crisis enters its fifth week with oil at triple digits, the Fed admits impotence against supply shocks, and the war's second-order effects ripple through every asset class.
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