Innlegg

The Strait of Hormuz — through which ~25% of global seaborne oil and 20% of LNG flow — has been effectively blocked by Iran's IRGC since the US-Israel air campaign on February 28. Brent crude surged 10–13% to ~$80–82/barrel almost immediately. This is the largest energy supply disruption since the 1970s oil crisis, and it has cut off over 80% of food imports into Gulf states. Energy shocks historically have mixed effects on crypto. Dollar strength from safe-haven flows pressures BTC short-term; prolonged USD debasement fears drive long-term BTC demand. Bitcoin sits at $62.2K now — caught between the NFP blowout pushing rate cuts to 2027 and a geopolitical backdrop that should theoretically benefit non-sovereign assets. Does a major oil supply shock ultimately help or hurt BTC's narrative as a macro hedge? Just sharing my thoughts. Not financial advice. DYOR. #HormuzOilCrisis #IranTalks24BStalemate #OKXOrbit