🚨 Iran War Could Become a Japan Problem 🇯🇵🇺🇸

• Japan relies heavily on Middle Eastern oil, making Hormuz disruptions a major risk.

• Higher oil → Japanese inflation → yen pressure → intervention → bond market stress.

• Rising Treasury yields could tighten global liquidity and pressure stocks and crypto.

• If policymakers respond with liquidity support, BTC could eventually benefit.

The Iran war is becoming more than an oil story.

It’s a global liquidity story.