🚨WSJ: US WON'T ESCORT HORMUZ VESSELS UNTIL IRAN THREAT REDUCED

The US wants the Hormuz Strait to stay closed because a closed Hormuz is jet fuel for the global reflation trade.

[Dedollarization bros in shambles, BTFD before everything moons!]

🚨FEDERAL JUDGE QUASHES SUBPOENAS SENT TO FED/POWELL: NBC

If Powell had given in to pressure, a few more cuts would have been like jet fuel for the reflation trade. Trump will still make up for them by escalating the Iran crisis further though.

[BTFD, everything is about to fly!]

🚨DC ATTORNEY JEANINE PIRRO INTENDS TO APPEAL JUDGE DECISION ON FED SUBPOENA: CNBC

*US sending roughly 2,500 marines, 1 warship to Middle East

*US offers $10m bounty for information on Iranian leaders

Operation Max Pressure on Jerome Powell continues while Epic Fury shows no sign of slowing.

[The perfect set up to send risk assets flying. BTFD!]

🚨TRUMP: AT MY DIRECTION, US CENTRAL COMMAND STRUCK IRAN'S CROWN JEWEL, KHARG ISLAND, WHICH PROCESSES 90% OF IRAN'S CRUDE EXPORTS THAT GO MOSTLY TO CHINA.

🚨WHAT HAPPENS TO BITCOIN IF CHINA IMPLEMENTS A BLOCKADE ON TAIWAN?

The 2026 reflation trade rests on the US economy running hot, pushing risk assets higher before tighter financial conditions are used to restrict dollar liquidity to China. The underlying assumption is that Washington expects rising tensions around Taiwan and is preparing the financial system for that scenario.

But here's something else nobody is discussing: Most advanced Bitcoin mining ASIC chips are fabricated by TSMC in Taiwan. A Taiwan blockade wouldn't just disrupt global tech supply chains, it would freeze the production of new Bitcoin miners overnight.

A question for the community: What do you think happens to Bitcoin if Taiwan's semiconductor supply chain is disrupted? Will Bitcoin be forced to switch to POS to survive?

Could this be related to why a growing number of Satoshi-era coins have been quietly sold through OTC desks in recent years?

Interested to hear the community's view in the comments below.

🚨XI IS FURIOUS: TAIWAN MINISTRY OF DEFENSE REPORTED 26 PLA AIRCRAFT TODAY, THE BIGGEST SURGE SINCE JANUARY 13.

This is Xi's response to President Lai's $40b defense speech yesterday, just weeks before Trump's planned trip to China.

Iran is just a distraction, Taiwan is the atomic clock of this bull market.

🚨WSJ: OIL EXECUTIVES WARN TRUMP ADMIN ENERGY CRISIS WILL PROBABLY WORSEN

Oh no!

Higher oil prices = higher inflation expectations = lower real rates = risk assets go fugazi

[BTFD!]

*CEOS OF EXXON, CHEVRON, CONOCOPHILLIPS REASSURE TRUMP OFFICIALS THAT IRAN WAR'S DISRUPTION OF STRAIT OF HORMUZ WILL WORSEN ENERGY CRISIS /s

*OIL EXECUTIVES ADD FURTHER BOMBINGS OF KHARG ISLAND ARE 'NOT ADVISED OR NECESSARY' FOR NOW /s

Trump won't stop until inflation expectations are up for good. Then he will defuse the situation.

[BTFD before everything rips!]

🚨TRUMP TOLD THE FINANCIAL TIMES HE COULD DELAY HIS TRIP TO CHINA LATER THIS MONTH IF BEIJING DOESN’T HELP IN UNBLOCKING THE STRAIT OF HORMUZ.

Soon the closing of Hormuz is going to be China's fault lmao

[Trump couldn't care less about opening Hormuz right now. BTFD before everything rips!]

🚨TRUMP: MAYBE WE SHOULDN'T BE THERE AT ALL. WE DON'T NEED HORMUZ, WE'VE A LOT OF OIL.

*Trump: I demanded that these countries come and protect their territory, because it's the place from which they take their energy.

Trump knows the closing of Hormuz is an asymmetric inflationary shock. In US it tilts inflation expectations just high enough to lower real rates and send markets risk on.

In the rest of the world it sparks huge inflationary flares and a flight into the safehaven USD.

[Chaos is jet fuel for the 2026 reflation trade, BTFD before everything rips!]

🚨CHINA RESPONDS TO TRUMP REQUEST TO JOIN HIS MILITARY COALITION TO REOPEN HORMUZ: CHINA ONCE AGAIN CALLS ON ALL PARTIES TO IMMEDIATELY CEASE MILITARY OPERATIONS.

Thank God they said no. Crisis must continue.

[The 2026 reflation trade is on. BTFD before everything rips and retails comes flooding back in!]

🚨GOLDMAN FINALLY SAYS THE QUIET PART OUT LOUD: US NOT VERY MUCH EXPOSED TO TRADE CHOKEPOINTS IN THE MIDDLE EAST

In the meantime the French 10-year yields are the highest since the 2011 EU sovereign debt crisis with UK and German bond yields also approaching 2011 levels.

The DXY will rip. Risk assets will also rip because the Fed won't hike this year for 2 reasons:

1) Powell has been bullied into submission

2) Warsh will ignore it because his thesis of AI led productivity puts the US in a position to absorb an asymmetric inflationary shock like this.

The rest of the world will be engulfed by the flames of hyperinflation.

[BTFD before everything rips!]

ICYMI: NOBODY IS TAKING UP TRUMP'S OFFER FOR A COALITION TO KEEP THE HORMUZ STRAIT OPEN

✖ 🇬🇷Greece has no plan to engage in operations at Hormuz Strait

✖ 🇩🇪German government spokesperson: Germany will not take part in any effort to keep the strait of Hormuz open by military means

✖ 🇮🇹Italy's foreign minister: diplomacy is the right approach to Hormuz Strait situation

✖ 🇬🇧Uk pm starmer: we will not be drawn into the wider Iran war

✖🇮🇳India foreign ministry spokesperson: no bilateral conversation with the US on India helping ships pass Strait of Hormuz

Guess it's staying closed then.

[We're still in the beginning of the reflation trade. BTFD before everything rips!]

🚨TREASURY SECRETARY BESSENT ON WHETHER COULD INTERVENE IN OIL MARKETS: NOT SURE UNDER WHAT AUTHORITY THAT WOULD BE; INFLATION EXPECTATIONS WELL ANCHORED

He won't do anything about it. The real macro objective this year is to run it hot.

Everything is going according to plan.

[BTFD before everything rips!]

🚨BTC RECLAIMS $74K

Everyone is starting to catch up with the 2026 reflation trade.

[We're still early, BTFD!]

🚨TRUMP SAYS WAR WILL END SOON; OIL PRICES WILL DROP LIKE A ROCK AS SOON AS IT'S OVER

He started a war because the 2026 reflation trade needed a little push.

[BTFD before everything rips!]

🚨FRENCH INTELLECTUAL EMMANUEL TODD: IF IRAN HOLDS OUT, IF IRAN ACHIEVES ITS OBJECTIVES, WELL, IT'S IN EFFECT THE END OF THE AMERICAN EMPIRE.

Dedollarization bros are back, send it 🚀