<p>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. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode:\ </p> <ul> <li>Why oil infrastructure attacks may be a strategic move against China\</li> <li>How the Strait of Hormuz closure affects 45% of China's oil supply\</li> <li>Private credit stress meeting energy inflation - the perfect storm\</li> <li>Signs Bitcoin may have bottomed while traditional assets struggle\</li> <li>The chess match between US energy dominance and Chinese supply chains \</li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li>- 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 \</li> </ul> <ol> 1. </ol> <ul> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li>- SUBSCRIBE › Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> › YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a> FOLLOW US › X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> › Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a> FOLLOW MARTY › X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a> › Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> › John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> › Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a> \</li> </ul> <ol> 1. </ol> <ul> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li></li> <li>- <h1 id="tftcmartybentmiddleeastenergymarketsprivatecredit">TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit</h1></li> </ul>