🇺🇸 Mighty US Navy will start the full blockade of the Strait of Hormuz.
Here the Scary Impacts on Major Countries like China, India, Saudi..
🇮🇷 Iran: Oil export revenue largely halted (except limited smuggling), severe budget pressure, potential internal unrest, and direct naval confrontation with US forces.
🇸🇦 Saudi Arabia: Major oil export disruption (limited bypass via pipelines ~4-5 mb/d), revenue loss, economic slowdown, and pressure on fiscal reserves.
🇦🇪 UAE: Significant export reduction despite partial Fujairah bypass, revenue hit, and energy sector strain.
🇰🇼 Kuwait: Almost total export blockage (no major bypass), sharp revenue drop, and economic contraction.
🇮🇶 Iraq: Heavy export losses (minimal alternatives), budget crisis, and increased instability.
🇶🇦 Qatar: LNG exports severely curtailed, major revenue decline, and power/export challenges.
🇨🇳 China: Largest importer affected (~38% of Hormuz flows), higher energy costs, industrial slowdown, and inflation pressure; draws on reserves.
🇮🇳 India: Substantial oil import disruption (~15% of global Hormuz flows, high dependence), fuel price rises, and economic growth slowdown.
🇯🇵 Japan: High dependence (~70-90% of oil imports via Hormuz), energy shortages, higher costs, and industrial impacts.
🇰🇷 South Korea: Strong reliance (~70% of oil imports), refinery and economic strain from supply risks.
🇪🇺 Europe: Limited direct exposure (~4% of flows) but global oil price spike causes higher fuel/energy costs and inflation.
🇺🇸 United States: Minimal direct imports (~2-5%), but global price surge raises gasoline/diesel costs, transport expenses, and contributes to inflation.
🇷🇺 Russia: Time for big profit.
🌍 Global: higher inflation, slower growth, and supply chain pressures; strategic reserves and rerouting provide partial mitigation for short term.
The main reason for the breakdown of the negotiations – the US demands for the transfer of enriched uranium and the opening of the Strait of Hormuz without confirming Iran's sovereignty over it.
Something the data is showing that every ONDO holder should be aware of:
On-chain researchers have flagged a network of wallets consistently routing large ONDO batches directly to CEX deposit addresses on Binance, Gate, and Coinbase.
The pattern: → Repeated ~1M ONDO transfers from the same wallets to exchange deposit addresses → One flagged deposit: 6.1M ONDO (~$1.65M) in a single transaction → The behavior appears mechanical — not reactive to market conditions, news, or sentiment → Wallet 0x016606...4049Ee and a previously flagged Ondo-linked wallet (0xb4C792...2C2869) identified as repeat offenders on Arkham Intelligence → Transfers happen regardless of whether the broader market is bullish or bearish
Why this matters: → Persistent large CEX inflows = constant sell-side pressure absorbing buying demand → High FDV + ongoing distribution = structural headwind for price discovery → The activity raises questions about whether these are scheduled unlocks, OTC arrangements, or market-making flows that were not fully communicated to holders
The key questions still unanswered: → Are these wallets project-affiliated, foundation-controlled, or early investor allocations? → Do the flows align with published vesting schedules? → Has Ondo Finance provided any official explanation?
ONDO has among the strongest fundamentals in RWA, $3.5B TVL, Franklin Templeton partnership, Binance listings.
The on-chain selling pressure narrative does not erase that.
But transparency matters. And right now the data is asking questions the project has not answered publicly.
The Wall Street Journal: Despite the ceasefire, Iran has strengthened its control over the Strait of Hormuz
Trump demanded the opening of the strait, but the IRGC restricted the passage of ships and imposed fees.
The number of daily passages has decreased from more than 100 ships to just a few, and many ships have to coordinate their actions with the IRGC forces and pay fees to pass through. $ETH $BTC
Last year this time, Bitcoin had just bottomed out locally after the tariff drama. It went on to see a big streak of green weeks.
In terms of seasonality, Q2 is generally decent for Bitcoin but isn't its best quarter. Especially towards the end of the quarter, as Summer is approaching, we tend to see low volumes and little action because of this time period. $BTC #US-IranTalksFailToReachAgreement #HighestCPISince2022 #freedomofmoney
$BTC had a good closing last week, and this week it has directly tapped into the key resistance again. Price is now rejecting the area and remains stuck within the consolidation range. We need to wait for the market to do something clear. Month-end has a ton of news events, for which price can start anticipating now.
JUST IN: 🇮🇷🇺🇸 Two oil supertankers crossing the Strait of Hormuz make sudden U-turn after US-Iran talks collapse. $CL #US-IranTalksFailToReachAgreement
JUST IN: NEGOTIATIONS FAILED DUE TO NUCLEAR MATERIAL & STRAIT OF HORMUZ ACCORDING TO IRANIAN SOURCES
“The American side is demanding that Iran reopen the Strait of Hormuz and hand over enriched materials.
The Americans demanded in the negotiations everything they failed to achieve through war.
Iran did not accept the excessive conditions put forward by the American side regarding the Strait of Hormuz, peaceful nuclear energy, and several other issues.”