Most people do not understand the shipping lag. A vessel clearing the Strait of Hormuz takes 4 to 6 weeks to reach its destination. The war is now in its fifth week. Ships that left before the disruption are still arriving and docking. The shelves are still stocked. The fuel terminals are still being topped up. It feels manageable. It is not. In approximately one week the ships that did not leave stop arriving. Irish farmers are already blocking roads. UK farmers threatened the Chancellor today. That is before the shelves start emptying. When they do, governments will do what they always do. Inject liquidity at a scale that makes every previous round look modest. Not to fix the supply chain. To maintain civil calm. Your cash will absorb that injection. Quietly. The way it always does. 21 million Bitcoin. No government can print more of it to calm a panic.