$BTC
Damn, has the Strait of Hormuz now even started deploying naval mines?
This is truly getting intense.
The latest claim from Iran’s Islamic Revolutionary Guard Corps:
Two oil tankers attempting to cross the Strait of Hormuz struck mines.
They were then damaged, caught fire, and were forced to stop sailing.
Iran also said these ships took routes that were not authorized.
Pay attention—there’s a very important detail here.
This is what Iran’s IRGC is saying.
As of now, the U.S. side does not recognize this claim.
But no matter how this mine incident is ultimately classified,
one fact is already extremely alarming:
there are fewer and fewer ships transiting the Strait of Hormuz.
According to Reuters data,
on Tuesday only 4 bulk cargo vessels passed through the Strait.
Over the past 10 days, the average was about 13 per day.
This is one of the world’s most important chokepoints for energy transport.
It used to be
ships coming and going, with oil flowing out nonstop.
Now it’s become:
Bro, are you sure you want to take this route? 😂
To make matters worse,
the market has started repricing supply disruption risk.
Brent crude once surged to nearly $97 per barrel,
then pulled back.
It is still whipsawing above $90.
If the Strait of Hormuz remains obstructed,
the market’s real fear isn’t just one or two tankers getting blown up.
It’s whether
energy shipments totaling tens of millions of barrels every day worldwide
will face a sustained disruption.
That wouldn’t be about oil prices ticking up a little.
It would feed into inflation concerns, and in turn affect expectations for Fed rate cuts.
Then the entire financial market would have to redo its calculations.
In that scenario, high-risk investments like crypto would be hit first.
So what’s really worth watching right now
isn’t any single tanker,
but whether the Strait of Hormuz can restore normal navigation.
If it’s only a few scattered incidents,
the market may digest it quickly.
But if it really starts to happen—
Tankers won’t dare to go, shipment volumes keep declining, and crude supply is affected—
then this is no longer in a different category.
#irgcsaystwotankershitbyminesinhormuz
Damn, has the Strait of Hormuz now even started deploying naval mines?
This is truly getting intense.
The latest claim from Iran’s Islamic Revolutionary Guard Corps:
Two oil tankers attempting to cross the Strait of Hormuz struck mines.
They were then damaged, caught fire, and were forced to stop sailing.
Iran also said these ships took routes that were not authorized.
Pay attention—there’s a very important detail here.
This is what Iran’s IRGC is saying.
As of now, the U.S. side does not recognize this claim.
But no matter how this mine incident is ultimately classified,
one fact is already extremely alarming:
there are fewer and fewer ships transiting the Strait of Hormuz.
According to Reuters data,
on Tuesday only 4 bulk cargo vessels passed through the Strait.
Over the past 10 days, the average was about 13 per day.
This is one of the world’s most important chokepoints for energy transport.
It used to be
ships coming and going, with oil flowing out nonstop.
Now it’s become:
Bro, are you sure you want to take this route? 😂
To make matters worse,
the market has started repricing supply disruption risk.
Brent crude once surged to nearly $97 per barrel,
then pulled back.
It is still whipsawing above $90.
If the Strait of Hormuz remains obstructed,
the market’s real fear isn’t just one or two tankers getting blown up.
It’s whether
energy shipments totaling tens of millions of barrels every day worldwide
will face a sustained disruption.
That wouldn’t be about oil prices ticking up a little.
It would feed into inflation concerns, and in turn affect expectations for Fed rate cuts.
Then the entire financial market would have to redo its calculations.
In that scenario, high-risk investments like crypto would be hit first.
So what’s really worth watching right now
isn’t any single tanker,
but whether the Strait of Hormuz can restore normal navigation.
If it’s only a few scattered incidents,
the market may digest it quickly.
But if it really starts to happen—
Tankers won’t dare to go, shipment volumes keep declining, and crude supply is affected—
then this is no longer in a different category.
#irgcsaystwotankershitbyminesinhormuz
