The Strait of Hormuz is now a digital toll road.
Iran is officially seizing ships and demanding fees in stablecoins or Yuan-backed assets.
The IRGC just confirmed they’ve pushed back “enemy” forces in the Gulf of Oman.
Oil is a powder keg. BTC is catching the geopolitical bid as a hedge.
But watch the DOJ. If they force a freeze on Tether/Circle wallets linked to these tolls, the de-peg risk for stables becomes the real black swan.
Short oil volatility? Suicide. Long BTC? The only logical hedge.