Krug Flintheart

@KrugFlintheart
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Private investor. Bitcoin optimistic since 2010. Crypto enthusiast, cypherpunk, geek, analyst, artist and a full-time trader. No trading advices

Iran says it has closed the Strait of Hormuz again after the US refused to lift its naval blockade.

Ceasefire narrative lasted ~24h.
Now we’re back to escalation, supply shock, and uncertainty.

Oil likely spikes.
Markets not ready.

Bloody Monday is back on the table.

Breaking: the US just reversed course and is allowing sales of Russian oil for another month to ease price pressure from the Iran war.

So much for “maximum pressure.”
Sanctions bending, oil politics taking over.

War continues, energy crisis deepens — and markets are trading headlines, not reality.

Trump once again oversold “progress” with Iran — talking about deals, open Hormuz, and uranium concessions.
Reality: no confirmed agreement, restricted shipping, blockade still in place, uranium still unresolved.
Regarding the oil market, optimism is premature. The Strait of Hormuz is conditionally open: mandatory approvals from Iran and duties are in place.

Trump’s speech gave markets zero clarity — war continues, strikes intensify, no timeline.

Oil rips back above $100.
Stocks rolling over again.

No peace, just escalation.
This downtrend isn’t over.

Interesting. Americas and Europe sell in the daytime while Korea and Japan buy at night. #bitcoin
US government officials and Wall Street analysis are starting to consdier the prospect that oil prices might surge to an unprecedeted $200 a barrel.
ok the Houthis are entering the war
next stop: ground operations on Iranian islands
and it means down of course #btc
don't forget sending me a tip from your polymarket success
So now everyone’s bracing for a potential US landing on Iranian islands — and if that scenario unfolds, markets likely keep sliding.

US and Israel keep signaling that Iran is “open to negotiations” — likely to cap oil prices — but Tehran keeps denying it.

Feels like markets are being propped up on narrative. If talks don’t materialize, Monday could be brutal. And if the Houthis escalate or the US moves to a ground op — that’s full-on bear territory.