🇮🇷 Iran just dropped a 7-day deadline on reopening the Strait of Hormuz — IF the US plays ball with their conditions.
This is huge for energy flows. 20%+ of global oil moves through that chokepoint.
If it opens → oil dumps → inflation cools → risk-on for markets.
If it stays shut → supply crunch → $OIL moon → macro pain.
Washington's move. Markets are pricing in uncertainty. Watch $BTC and equities — they'll front-run any deal or escalation.
This is huge for energy flows. 20%+ of global oil moves through that chokepoint.
If it opens → oil dumps → inflation cools → risk-on for markets.
If it stays shut → supply crunch → $OIL moon → macro pain.
Washington's move. Markets are pricing in uncertainty. Watch $BTC and equities — they'll front-run any deal or escalation.