International bulk commodity prices are approaching their 18-year highs, driven by three forces: the conflict in the Middle East, a surge in AI computing demand, and steadily wavering confidence in the U.S. dollar. When these three forces converge, it’s not a simple inflation story anymore—it’s global capital seeking new anchors. When dollar credibility weakens, the narrative of $BTC is no longer just speculation; it becomes a real safe-haven logic. The Middle East situation is still escalating, meaning the strength in energy and gold is unlikely to reverse in the near term, but the real variable is the dollar. Once the cracks in confidence widen, capital will accelerate its shift toward hard assets and decentralized assets. What’s interesting is that this commodity rally is completely different from the one in 2021—behind it lies a structural change that most people still haven’t noticed. How long do you think the dollar can hold up?