hormuz

2 poststagged with “hormuz”

MacroMar 28, 2026

Iran Ceasefire, Crashing Oil, and a Bitcoin Rally Built on Sand

Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?

7 min read·iran, ceasefire, oil

MacroMar 25, 2026

Trump's Iran Ultimatum: $112 Oil and Bitcoin's Risk-Asset Reality

Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.

8 min read·iran, oil, geopolitics