The Strait of Hormuz was only blocked for 5 days, causing European natural gas prices to surge by 60% and crude oil futures to jump by 44%.

During the Iran-Iraq tanker war in the 1980s, over 400 tankers sank, oil prices soared from $13 to $40, reshaping global asset pricing.

Oil is the fundamental cost base for everything: clothing, food, chemicals, and grains all depend on it. When oil prices rise, the entire supply chain experiences inflation, and no one can escape.

Even more deadly is the stagflation dilemma: raising interest rates to curb inflation puts pressure on businesses, while lowering rates to stabilize the economy can lead to runaway prices, causing the stock market to fluctuate wildly.

Capital is accelerating its flight to safety: gold, Bitcoin, and grains are all strengthening, transferring wealth to energy and food holders.

Keep a close eye on three key points:

- 25 days: the saturation point of oil-producing countries' inventories
- The Federal Reserve's rate hike pace, with no short-term prospects for rate cuts
- 90 days: the critical global crude oil reserve threshold

Some people have set target prices: BTC $100,000, ETH $5,000. What do you think about this? See you in the comments.