🚨 Iran War Could Become a Japan Problem 🇯🇵🇺🇸
• Japan relies heavily on Middle Eastern oil, making Hormuz disruptions a major risk.
• Higher oil → Japanese inflation → yen pressure → intervention → bond market stress.
• Rising Treasury yields could tighten global liquidity and pressure stocks and crypto.
• If policymakers respond with liquidity support, BTC could eventually benefit.
The Iran war is becoming more than an oil story.
It’s a global liquidity story.
• Japan relies heavily on Middle Eastern oil, making Hormuz disruptions a major risk.
• Higher oil → Japanese inflation → yen pressure → intervention → bond market stress.
• Rising Treasury yields could tighten global liquidity and pressure stocks and crypto.
• If policymakers respond with liquidity support, BTC could eventually benefit.
The Iran war is becoming more than an oil story.
It’s a global liquidity story.