The situation in the Strait of Hormuz has escalated. Trump even directly said he would blow up Oman—it's pretty ruthless. Iran has already shifted its posture from defense to full-scale offense; is it really going to fight to the end? Oil prices: Brent has broken through $91, and WTI is also nearing $85. This year it’s up nearly 50%. That’s a major impact on the market, because everyone knows how many ships transit this strait every day.

There are reports that Russia is sending explosives to Iran, with upgrades planned for missiles and drones—so things will only get more chaotic. The U.S. is also not backing down. Energy Secretary Wright said the U.S. is currently exporting 8–9 million barrels of oil per day, basically keeping control of the Strait of Hormuz. Shipping giants like COSCO have already suspended oil-tanker routes through the Strait; the real-world impact has already shown up.

Under these macro conditions, safe-haven assets like $BTC may actually have an opportunity, though short-term volatility will definitely be huge. If you’re bullish, consider buying in batches—but don’t go all-in. Geopolitics can change too fast.

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