Iran officially announces: all ships passing through the Strait of Hormuz must pay, and it won’t accept US dollars, Chinese yuan, British pounds, or euros—only Iranian rials. That means no matter which country your ship is from, if you want to pass through the strait, you have to go to Iran first to exchange money.

Within these dozen or so hours, the global energy industry has completely erupted into chaos. Tehran slapped an unreasonable, hard-hitting invoice onto the table: no matter whose oil tanker—some gods from wherever—you want to go through the Strait of Hormuz, and you’ll have to leave behind cold, hard cash as the passage fee.

Their posture for collecting payment this time is extremely arrogant: anything involving US dollars or euros, or Chinese yuan and British pounds, is swept out the door. It is explicitly stated that they only recognize the rials they print themselves.

After the three-day holiday ended, the surrounding markets released positive signals: US stocks are slated to open higher before the bell, Bitcoin holds steady at the $70,000 level, and crude oil futures edge lower. The geopolitical “postponement + potential ceasefire agreement” significantly boosts risk appetite in Asia-Pacific markets.