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GEOPOLITICAL TENSION
#USIranHormuzClash
The US-Iran situation is still very fluid. Trump has reviewed Iran’s latest 14-point peace proposal but says he’s “not satisfied” with the terms. Iran, through mediators, is pushing for a deal within 30 days, but both sides appear to be making maximalist demands.
Meanwhile, the naval standoff in the Strait of Hormuz continues, with oil prices spiking hard above $110 on fears of prolonged disruption.
My take: This isn’t just another headline. Sustained high oil creates real inflation pressure, which keeps central banks cautious and liquidity tight, usually not great for risk assets in the short term. But it also strengthens the case for Bitcoin as a geopolitical hedge when traditional systems look shaky.
Are you treating this as short-term macro noise to navigate, or as a longer-term shift that changes how you position?
$CL
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