Hormuz shipping traffic is capped. The US and Iran are competing for control of a choke point through which a fifth of the world's crude oil and LNG passes.
This isn't about oil prices directly. It's about security. Capped traffic means slower movement, higher insurance, and increased risk premiums.
Our read: global supply chains, already fragile, face another layer of friction. This translates to higher operating costs for businesses, and eventually, higher prices for consumers. It's a slow-burn inflation driver, not a sudden shock.
Would you keep funds on a mid-tier exchange right now?
$BTC
This isn't about oil prices directly. It's about security. Capped traffic means slower movement, higher insurance, and increased risk premiums.
Our read: global supply chains, already fragile, face another layer of friction. This translates to higher operating costs for businesses, and eventually, higher prices for consumers. It's a slow-burn inflation driver, not a sudden shock.
Would you keep funds on a mid-tier exchange right now?
$BTC