🛢️ Trump just posted that the deal with the Islamic Republic of Iran is now complete. If the Strait of Hormuz reopens, it could be one of the biggest macro shifts of the year. Roughly 20% of the world's oil flows through that single chokepoint, so when it moves, everything moves.

Forget the headlines for a second. Follow the money. A reopening means oil prices ease, inflation pressure cools, and risk appetite comes roaring back—and risk-on is exactly the environment crypto feeds on.

Here's the chain reaction nobody's pricing in yet:

Cheaper oil → softer inflation → pressure on central banks to ease → liquidity flowing back into risk assets like $BTC $ETH .

Geopolitics and crypto aren't separate stories. They're the same story on a delay.