<p>Mentor Sessions Ep. 061: Macro Legends on Oil, the Breaking US Treasury Market, and the Dollar Crisis No One Is Ready For | Luke Gromen &amp; Lyn Alden</p><p><br></p><p>Iran doesn&#39;t have to beat the US military. They just have to beat the US Treasury market — and that changes everything you think you know about this conflict.</p><p><br></p><p>The Strait of Hormuz is the chokepoint for roughly 20% of the world&#39;s oil supply, and right now it sits at the center of a geopolitical storm with consequences that reach far beyond the Middle East. In this deep-dive interview, we break down exactly how a Hormuz disruption cascades into oil price spikes, supply chain breakdowns, and a inflation surge that puts the US dollar&#39;s reserve status under unprecedented pressure. You&#39;ll understand why this conflict is as much a financial war as a military one, what it means for energy markets in 2026, and why Bitcoin&#39;s role as a neutral, non-sovereign asset has never been more relevant. Whether you&#39;re trying to protect your wealth or just make sense of the headlines, this conversation gives you the framework to think clearly when the noise is loudest.</p><p><br></p><p>⏱️ Timestamps:</p><p>0:00 – Iran Doesn’t Need to Beat the Military, Just the Treasury </p><p>1:10 – Episode Intro with Luke Gromen &amp; Lyn Alden </p><p>1:25 – Oil Prices, Futures Curve &amp; Hormuz Crisis </p><p>2:10 – Will Hormuz Opening Fix Everything? </p><p>3:53 – Mid-May Deadline &amp; Escalating Impact </p><p>8:02 – Supply Chain Fragility &amp; Non-Linear Breaks </p><p>14:14 – The Upside-Down Global Economy (You Can’t Print Oil) </p><p>15:31 – Food Shortages &amp; Global South Risks </p><p>18:35 – Inflation, Money Printing &amp; Debt Spiral </p><p>20:04 – Why the US Must Print Money in 2026 </p><p>24:10 – Treasury Market Stress &amp; Buybacks </p><p>32:11 – Japan, China &amp; Dollar Pressure </p><p>43:52 – Why Are We Really in This Conflict? </p><p>1:09:12 – Petrodollar Under Pressure &amp; Gold-for-Oil </p><p>1:13:59 – Best &amp; Worst Case Scenarios </p><p>1:26:54 – Bitcoin’s Role Right Now </p><p>1:32:23 – Final Thoughts &amp; Where to Find Luke &amp; Lyn</p><p><br></p><p>Follow Luke:</p><p>X: @LukeGromen</p><p>Website &amp; Research: fftt-llc.com</p><p>Newsletter: fftt-treerings.com</p><p><br></p><p>Follow Lyn:</p><p>X: @LynAldenContact</p><p>Website &amp; Free Newsletter: lynalden.com</p><p><br></p><p>📌 Previous Episode: Prof St Onge → https://youtu.be/fqi7fwqyV1g</p><p><br></p><p>⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB</p><p><br></p><p>🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV</p><p><br></p><p>💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io </p><p><br></p><p>Follow Us on X:</p><p>• BTC Sessions: @BTCsessions</p><p>• Nathan: @theBTCmentor</p><p>• Gary: @GaryLeeNYC</p><p><br></p><p>#BTCSessions #Bitcoin #BTC #StraitOfHormuz #Geopolitics #OilCrisis #USDollar #Inflation #BitcoinEducation #MacroEconomics #EnergyMarkets #BitcoinPodcast #GlobalEconomy #PetroDollar #BitcoinInterview</p>