ORMUZ CALMED DOWN. OIL DIDN’T FORGET. 🛢️
Oil just dropped 7.15% on expectations of a deal that could reduce tensions around the Strait of Hormuz.
Most people see cheaper fuel.
I see something else:
One headline moved billions.
That’s why I keep looking at Argentina differently.
If global energy pressure cools down, projects like Vaca Muerta stop being only a local story and become a timing question.
Tomorrow I’m watching $BTC, $PENDLE and $NEAR.
Energy still moves markets.
Markets still move narratives.
And narratives still move capital.