Hornuz is the macro choke point

Not just opened but also actively insured.

Yemen has entered the chat. - Red Sea blockage

The fragility (and inevitable collapse) of our outdated centralised systems of energy (and money) are now in full display on the global stage. Most still don’t know “what” they are looking at. But more and more are waking up by the hour…. Trust in the divine timing of it all 😌 👁️...

Feels like a significant moment. Like shutting down SWIFT was a paradigm shift, the US struggling to get “a result” also seems like a pivotal moment.

I thought Trump said it was open and we all good!?? 👀😂

I cal it Shrodinger Hormuz, it’s open and closed at the same time. https://image.nostr.build/97285517ac5d9996993d249b5c4a7c19e1fc7614893529abab291e52c0b033b0.jpg

Isn't that the point?

Nothing stops this train meets the Strait stops this macro

💯

Hormuz milkshake theory

Strait of hormuz stopped the train.

Buy my product built on top of bit coin. Ignore Bitcoin buy my product.

https://blossom.primal.net/fc85df83e4279c55c4188471e45c96385385e15d0eea571bd4c126883fe987b1.mov

Luckily we don’t need the Strait of Hummus to open to get your newest book on Audio. nostr:nprofile1qqsvfr3f7p95stxqrjslnmuvsmhcxxxqt8swjdfjx5tz7zq0yms5cygpz4mhxue69uhhyetvv9ujumt0wd68ytnsw43qzxrhwden5te0wfjkccte9eekummjwsh8xmmrd9skcr58n7x How’s that coming along friend?

But why is Bitcoin not ripping? Could we already defund this warmongering money printer?

"Trump also said he could “take the oil in Iran” and seize its export hub on Kharg Island" but hasn't him made a deal with iran days ago? lol

Yes so it’s a good time to sit back and read The Stolguard Incident. Thanks Lyn for writing such an entertaining and thought provoking book.

open the straits

GM 👀🇧🇷🤙

Easy peasy https://blossom.primal.net/befdc0946f3ed3d05f838d430e0aba94b0233e2dd580e75d62040d704019eb48.jpg

nostr:nevent1qqsxlrc7lnr7xgfd0qdww6c6uwxy0njdc0anlt47hees7t5mm44dt9szyrlat7hzucmrg8e23nkh45mq9v72qgw6w5cnh637avrgudut702j7qcyqqqqqqgfd3vhu

Only unexpected economic events break stoopid lines!

Overstated

The binary framing is right, and it has a monetary policy corollary. Energy shocks are supply-side — the Fed can accommodate them with liquidity or defend the dollar, but not both. If Hormuz closes, the inflation isn't demand-driven, and no rate cut fixes the underlying cost. The constraint the Fe...

Binary macro is the hardest macro to trade. Everyone wants nuance when the answer is just: does the strait open or not. Same energy as 'does the Fed pivot or not' in 2022. One variable, all the variance.

What do you think about Luke Grommen’s positioning of mostly T-bills and gold and underweight bitcoin and equities?

"Agree that Hormuz is the key macro choke point right now, but calling it 'binary' undersells the ripple effects. A closure wouldn’t just be a supply shock—it’d rewrite alliance structures and force hard choices on China’s energy routes. Solid analysis here breaks down the escalation scenari...

Hormuz is the macro, but it's also the loudest argument for why AI agents need Bitcoin rails. Every centralized payment pipe runs through chokepoints that mirror physical ones. When the strait closes, SWIFT freezes, cards stop working. Agents that route through Lightning don't care about geography.