URGENT: Strait of Hormuz. Impacts of war on geopolitics and markets. 🚨 That strait, which didn’t matter to the U.S. because its own oil doesn’t pass through it, is the same strait that “should” belong to the U.S. because the tolls collected should be theirs due to proximity opposite the geography of their own country—precisely for that reason, “no one” has the right to block it. Based on this, the U.S. decided to block it itself, so no one else can close it anymore. “If you can’t close it, then it’s closed!” Meanwhile, massive bombardments—unprecedented in scale—were abruptly halted in the truce negotiated solely by the U.S., which Iran denied, later confirming it had indeed negotiated terms unknown to anyone else, known only to themselves. But that’s fine; the U.S. did the same. Yet it seemed not to matter much because, in American words, whoever cares about the strait can negotiate it—like U.S. allies. But these so-called allies weren’t allies at all. So the country that had no interest in any of this became furious and decided to destroy a civilization. All in the same week that the White House, through all its spokespeople, declared the war over. Iran, which was about to reopen its little strait, will no longer do so—and has now decided to close it again, demanding payment in Bitcoin. To simplify: the current situation is that the Strait of Hormuz is both blocked and open—depending on which trade insiders want to make. Indirect effects of the war: European governments, regarding any war except their own in Ukraine, demand de-escalation while simultaneously enacting and preparing laws to increase military personnel, escalating to ensure no one escalates beyond what’s necessary. Thanks to the war against Iran to “open” the Strait of Hormuz—which was already open before the war began—thousands of Twitter experts on the Strait of Hormuz are confused, constantly buying and selling. For more updates and to cut through the confusion surrounding the war, follow @mentalhedgebr