【Starting Wednesday, all Iran flights suspended; kicking them out of the USD—fueling them? 🛢️💥】
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The U.S. Treasury Secretary just said something on TV. Starting Wednesday, all of Iran’s flights will be grounded. It’s not that they blew up the airports—it’s that they cut off fuel and services. The planes can still fly, but no one dares to refuel them. And no one dares to sell tickets, or handle ground operations. It’s quiet, but it’s more ruthless than missiles. ✈️
How did he get to this point? Anyone who refuels an Iranian aircraft gets immediately kicked out. Anyone who sells tickets—same outcome. Backups, maintenance, ground crews—all are included. The price is only one thing: being kicked out of the U.S. dollar settlement system. This is no longer sanctions; it’s forcing the whole world to take sides. 💵
Iran’s money was already hard to move. Last week, the U.S. also sanctioned Russia’s VTB bank. The reason: it acts as a financial channel for Iran. Here they cut off aircraft; there they cut off the banks. Cutting both legs at once is meant to leave it unable to breathe. The Treasury Secretary said this was unprecedented. 🏦
Even more troublesome is the oil route. The Houthi forces just seized Perim Island in Yemen. The island guards the Strait of Hormuz. To the north is the Red Sea, to the south is the Suez Canal. On the other side, Hormuz is still in Iran’s hands. Two global oil arteries are being squeezed at the same time. 🚢
The numbers are right here: Brent crude is around $100. In four days it dropped 8%. The market thinks things might calm down. But Citigroup warned that Hormuz is still in chaos. Oil prices could surge to $150. The UK has even sent fighter jets to escort and refuel Saudi Arabia. Trump rejected Saudi Arabia over the weekend, and the UK took over. 🔥
Now back to the money line again. When oil prices are high, inflation can’t come down. The Fed just raised rates by 25 basis points on September 16. Once the cost of borrowing goes up, risk assets get cut first. And this week, Bitcoin has climbed above $86,000. An eight-month high—money for safety and money for speculation are buying together. ⚡
📌 This fire in the Persian Gulf first burns oil and the exchange rate.
Do you think this move is about safe-haven demand—or is it just following inflation?
Group chat: 📲 加入X先生的粉丝群聊
The U.S. Treasury Secretary just said something on TV. Starting Wednesday, all of Iran’s flights will be grounded. It’s not that they blew up the airports—it’s that they cut off fuel and services. The planes can still fly, but no one dares to refuel them. And no one dares to sell tickets, or handle ground operations. It’s quiet, but it’s more ruthless than missiles. ✈️
How did he get to this point? Anyone who refuels an Iranian aircraft gets immediately kicked out. Anyone who sells tickets—same outcome. Backups, maintenance, ground crews—all are included. The price is only one thing: being kicked out of the U.S. dollar settlement system. This is no longer sanctions; it’s forcing the whole world to take sides. 💵
Iran’s money was already hard to move. Last week, the U.S. also sanctioned Russia’s VTB bank. The reason: it acts as a financial channel for Iran. Here they cut off aircraft; there they cut off the banks. Cutting both legs at once is meant to leave it unable to breathe. The Treasury Secretary said this was unprecedented. 🏦
Even more troublesome is the oil route. The Houthi forces just seized Perim Island in Yemen. The island guards the Strait of Hormuz. To the north is the Red Sea, to the south is the Suez Canal. On the other side, Hormuz is still in Iran’s hands. Two global oil arteries are being squeezed at the same time. 🚢
The numbers are right here: Brent crude is around $100. In four days it dropped 8%. The market thinks things might calm down. But Citigroup warned that Hormuz is still in chaos. Oil prices could surge to $150. The UK has even sent fighter jets to escort and refuel Saudi Arabia. Trump rejected Saudi Arabia over the weekend, and the UK took over. 🔥
Now back to the money line again. When oil prices are high, inflation can’t come down. The Fed just raised rates by 25 basis points on September 16. Once the cost of borrowing goes up, risk assets get cut first. And this week, Bitcoin has climbed above $86,000. An eight-month high—money for safety and money for speculation are buying together. ⚡
📌 This fire in the Persian Gulf first burns oil and the exchange rate.
Do you think this move is about safe-haven demand—or is it just following inflation?
