<p>Markets are whipsawing between ceasefire hopes and escalation fears as the Strait of Hormuz becomes a geopolitical flashpoint, while Bitcoin shows surprising resilience amid the chaos. We dig into the energy leverage game between the US and China, the suspicious timing of the Mythos AI panic, and why Bitcoin makes more sense than stablecoins for toll payments in a war zone. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode: </p> <p>Why empty VLCCs are racing to the Gulf of America while Hormuz closes </p> <p>China's sulfuric acid export ban targeting global food supplies </p> <p>Bitcoin holding $71k as traditional markets panic over Middle East escalation </p> <p>The Mythos AI narrative as potential cover for a private credit crisis </p> <p>Why stablecoins fail as neutral money for adversarial trade </p> <p>Bitcoin's emerging role in international oil settlement and Hormuz tolls </p> <p>TIMESTAMPS: </p> <p>00:00:00 - Masters weekend and Middle East chaos </p> <p>00:01:06 - Strait of Hormuz blockade and ceasefire games </p> <p>00:02:58 - US energy leverage and VLCC redirection </p> <p>00:06:18 - China retaliates with sulfuric acid export curbs </p> <p>00:09:27 - Bitcoin's strength amid geopolitical turmoil </p> <p>00:13:04 - Anthropic Mythos and the emergency bank meeting </p> <p>00:19:35 - Private credit stress and insurance exposure </p> <p>00:22:47 - Bitcoin tolls in the Strait of Hormuz </p> <p>00:29:02 - Stablecoins vs Bitcoin for international trade </p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a> </p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a> </p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a> </p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a> </p> <h1 id="tftcmartybentjohnarnoldbitcoingeopoliticsoilmarkets">TFTC #MartyBent #JohnArnold #Bitcoin #Geopolitics #OilMarkets</h1>