Bullish on the future. Think about a bankless world. Think about freedom. Human freedom. Betting on freedom beating corruption. Long Bitcoin, Short the Bankers
Hormuz just made Bitcoin easier to understand.
A $1 per barrel toll on pre-war Hormuz flows would generate about $20 million a day.
At current prices, that is about 281 BTC.
Bitcoin only issues 450 new BTC a day.
If stablecoins can be frozen by the U.S., then neutral settlement matters.
Bitcoin is the obvious candidate.
So one geopolitical chokepoint could theoretically absorb about 62% of all new Bitcoin supply.
Scarcity matters more as the world gets more fragmented.