Sa_mir

Not gonna lie, I didn't expect a war on the other side of the world to keep messing with my portfolio this much.
Since the ceasefire fell apart again on July 8, oil jumped past $74-75 a barrel almost overnight. Strait of Hormuz traffic basically dried up — one tanker crossed on the 8th vs a daily average of 34 during the ceasefire. That's the real story. Nearly a fifth of the world's oil moves through that chokepoint, and right now shippers are too scared to touch it.
Bitcoin felt it too, dropped toward $61-62K in the panic, but honestly held up way better than I thought. Crude moved like 6x more than BTC on the same headline. Feels like the market is starting to treat Bitcoin less like a war-panic asset and more like something tied to Fed liquidity and rate expectations now.
What I'm actually watching:
Inflation risk creeping back in because of oil, which messes with rate cut hopes
Gold + bonds getting hit too, so it's not just a "crypto thing"
Sanctions pressure pushing more interest toward stablecoins/crypto rails in the region, which is the less talked about angle here
Ceasefires keep breaking, funerals in Tehran are turning into political flashpoints, and analysts are openly using the word "forever war" now. If Hormuz stays disrupted, don't be shocked if oil volatility becomes the main driver of crypto sentiment for the rest of this quarter, not ETF flows or halvings.
Not financial advice, just what my feed looks like right now. Stay safe out there 🫡
Now let me make a matching graphic for you.
#iran #OilPrice #Stock.exchanges