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.

🔗 https://bitcoinproducts.com

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
  \


























































• -
  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
  \

1.

• -
  SUBSCRIBE
  › Newsletter (free): https://tftc.io/bitcoin-brief/
  › YouTube: https://youtube.com/@TFTC?sub_confirmation=1
  FOLLOW US
  › X: https://x.com/tftc21
  › Nostr: https://primal.net/tftc
  FOLLOW MARTY
  › X: https://x.com/MartyBent
  › Timestamp: https://www.ten31timestamp.com/
  › John Arnold: https://x.com/JohnArnoldTen31
  › Ten31: https://ten31.xyz
  \

1.

• -
  

  TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit