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💵 Did you notice anything unusual? After Iran’s civilian government announced a ceasefire to various regions today, the market climbed, but BlackRock and Ethereum funds still sold against the trend.
🔹 First: If Iran announces a ceasefire, can the Strait then proceed smoothly? Don’t overthink it—if the Strait keeps being blockaded, then it’s already being run by the Navy of the Islamic Revolutionary Guard.
Second: A ceasefire declared in writing or on paper can be torn up at any time. Iran’s government no longer has any real decision-makers—everyone is stuck in mutual stalemate.
Third: The core message for the Strait to proceed is that global insurance is functioning normally, covering merchant ships. It’s the most important signal—without exception.
🪙 In the future, Iran or the U.S. will definitely announce war and blockade the Strait again.
🔶 So this time, it’s still a rebound, not a reversal. #BTC