With this war in Iran underway, a 15-year-old tanker is somehow 22% more expensive than a new one—now I’ve seen everything. Rerouting around the Cape of Good Hope adds thousands of nautical miles, draining available capacity and sending shipowners scrambling to secure vessels at a premium. Once freight rates rise, oil prices, inflation, and expectations for rate cuts all start to wobble. Don’t just watch the candlestick charts; no matter how lively things get on-chain, they can’t withstand this bucket of cold macro water.

$BTC $ETH #伊朗 #原油 #Macro