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Hormuz Thread – The Trade Nobody’s Talking About ⚠️ (April 12, 2026)
1/ You’re standing on the bridge of a 300,000-ton crude tanker 🚢
Hormuz is still largely closed. First transits? Yes. But Maersk remains cautious and Hapag-Lloyd says even after stabilization it will take another 6–8 weeks to return to normal.
2,000 ships stuck. 20% of global oil. 30% of world urea. Massive aluminium production — all jammed.
The oil price is screaming 🗣️
The real trade is quiet 🤫
Let’s break it down basket by basket. Starting with the cleanest one:
#HormuzCrisis #stocks #chance
🌙 Good night, folks! ☕
Wednesday, May 27, 2026
Bitcoin $BTC is holding around $75,300 tonight.
🟢 Vivek Ramaswamy’s Strive raised enough capital this week to buy over $66 million worth of Bitcoin via $SATA — a new weekly record
🟢 Grant Cardone just bought over $9.7 million worth of Bitcoin at $74,000
🟢 Bloomberg confirms SpaceX has been quietly buying Bitcoin for years without ever selling — now holding $1.3 billion
🟢 CLARITY Act is now likely to pass before the midterms with growing bipartisan support
🤖 Grok Build just received another major update (v0.2.5) with an insanely fast development pace
🤖 OpenAI is internally testing GPT-5.6 with major gains in agentic reasoning and long-context handling — expected release in early June
🤖 Anthropic’s Claude Opus 4.8 has surfaced in internal builds, showing strong improvements in complex multi-step agent workflows
Bitcoin is entering the seasonally weak summer phase from May to September. Even during the last bull run this period delivered limited upside. In the current setup the likelihood of subdued price action is even higher.
Patience remains everything 💪
What are you thinking tonight?