Markets are whipsawing between ceasefire hopes and escalation fears as the Strait of Hormuz becomes a geopolitical flashpoint, while Bitcoin shows surprising resilience amid the chaos. We dig into the energy leverage game between the US and China, the suspicious timing of the Mythos AI panic, and why Bitcoin makes more sense than stablecoins for toll payments in a war zone.

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In this episode:

Why empty VLCCs are racing to the Gulf of America while Hormuz closes

China's sulfuric acid export ban targeting global food supplies

Bitcoin holding $71k as traditional markets panic over Middle East escalation

The Mythos AI narrative as potential cover for a private credit crisis

Why stablecoins fail as neutral money for adversarial trade

Bitcoin's emerging role in international oil settlement and Hormuz tolls

TIMESTAMPS:

00:00:00 - Masters weekend and Middle East chaos

00:01:06 - Strait of Hormuz blockade and ceasefire games

00:02:58 - US energy leverage and VLCC redirection

00:06:18 - China retaliates with sulfuric acid export curbs

00:09:27 - Bitcoin's strength amid geopolitical turmoil

00:13:04 - Anthropic Mythos and the emergency bank meeting

00:19:35 - Private credit stress and insurance exposure

00:22:47 - Bitcoin tolls in the Strait of Hormuz

00:29:02 - Stablecoins vs Bitcoin for international trade

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