Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.
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In this episode:\
- Why oil infrastructure attacks may be a strategic move against China\
- How the Strait of Hormuz closure affects 45% of China's oil supply\
- Private credit stress meeting energy inflation - the perfect storm\
- Signs Bitcoin may have bottomed while traditional assets struggle\
- The chess match between US energy dominance and Chinese supply chains
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TIMESTAMPS:
00:00:00 - Monitoring the Middle East situation
00:01:06 - Strait of Hormuz closure and energy infrastructure damage
00:02:11 - Physical world constraints returning to markets
00:04:18 - Ten year yields rising with oil prices
00:07:26 - Markets underestimating refinery damage severity
00:11:06 - China's 45% oil dependence through Hormuz Strait
00:12:57 - Helium supply disruption threatening chip production
00:13:58 - US vs China leverage points in the chess match
00:17:13 - Strategic objectives behind the Middle East operation
00:19:31 - Private credit stress at Blackrock and Blackstone
00:22:17 - Refinancing wave hitting 2020-2021 deals
00:25:15 - Double whammy of inflation and credit stress
00:27:20 - Bitcoin's resilient price action amid global turmoil
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TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit
