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🇺🇸🇮🇷 There's an important gap between what Trump posted last night and what CENTCOM actually announced this morning. And it matters a lot.
Trump said any ship that paid Iran a toll to transit the Strait would be pursued and intercepted in international waters. That's an act of war against third-party shipping. That's what sent markets into panic mode overnight.
CENTCOM said something different.
The blockade, which starts at 10am ET today, only applies to vessels entering or departing Iranian ports and coastal areas, including ports on the Arabian Gulf and Gulf of Oman. If your ship isn't going to or from Iran, CENTCOM says you have freedom of navigation through the Strait. Full stop.
So what is this actually?
It's a port blockade, not a full naval siege of the Strait. The US is cutting off Iran's ability to export anything by sea, oil, gas, goods, all of it, while technically leaving the Strait itself open to non-Iranian traffic.
That's a meaningful distinction. It's economic strangulation of Iran without triggering a full global shipping crisis on day one.
The strategic logic is clear. Iran's leverage in every negotiation has been the Strait, holding 20% of global oil supply hostage. The US is now saying: fine, keep threatening the Strait, but we're cutting off your ports regardless, and the rest of the world gets to keep moving.
It's maximum pressure without maximum escalation. For now.
The question is whether Iran reads it that way. Tehran has already said it will "retaliate against military vessels entering the strait." And the IRGC doesn't always wait for foreign ministry approval before pulling a trigger.
The ceasefire is technically still alive. The blockade starts in hours. And somewhere in the Gulf right now, both sides are deciding how far to push.
Trump said any ship that paid Iran a toll to transit the Strait would be pursued and intercepted in international waters. That's an act of war against third-party shipping. That's what sent markets into panic mode overnight.
CENTCOM said something different.
The blockade, which starts at 10am ET today, only applies to vessels entering or departing Iranian ports and coastal areas, including ports on the Arabian Gulf and Gulf of Oman. If your ship isn't going to or from Iran, CENTCOM says you have freedom of navigation through the Strait. Full stop.
So what is this actually?
It's a port blockade, not a full naval siege of the Strait. The US is cutting off Iran's ability to export anything by sea, oil, gas, goods, all of it, while technically leaving the Strait itself open to non-Iranian traffic.
That's a meaningful distinction. It's economic strangulation of Iran without triggering a full global shipping crisis on day one.
The strategic logic is clear. Iran's leverage in every negotiation has been the Strait, holding 20% of global oil supply hostage. The US is now saying: fine, keep threatening the Strait, but we're cutting off your ports regardless, and the rest of the world gets to keep moving.
It's maximum pressure without maximum escalation. For now.
The question is whether Iran reads it that way. Tehran has already said it will "retaliate against military vessels entering the strait." And the IRGC doesn't always wait for foreign ministry approval before pulling a trigger.
The ceasefire is technically still alive. The blockade starts in hours. And somewhere in the Gulf right now, both sides are deciding how far to push.
🚨 BREAKING:
🇺🇸🇮🇷 CENTCOM announces the U.S. blockade of all Iranian port exports begins tomorrow, April 13th, at 10:00am ET.
So Trump wasn't bluffing! Let's see how the energy markets react to this
Full statement:
"The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of Oman.
CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports."
Source: CENTCOM
🇺🇸🇮🇷 CENTCOM announces the U.S. blockade of all Iranian port exports begins tomorrow, April 13th, at 10:00am ET.
So Trump wasn't bluffing! Let's see how the energy markets react to this
Full statement:
"The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of Oman.
CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports."
Source: CENTCOM
🇮🇷 Speaker Ghalibaf just walked out of 20 hours of talks and came back with this.
- "You are indebted to the Iranian nation and still have much to do to make amends"
- "If you choose war, we will fight; if you come with logic, we will respond with logic"
- "We will not submit to any threats"
- "If they test our will again, we will give them a greater lesson"
- "You are indebted to the Iranian nation and still have much to do to make amends"
- "If you choose war, we will fight; if you come with logic, we will respond with logic"
- "We will not submit to any threats"
- "If they test our will again, we will give them a greater lesson"
BREAKING: 🇺🇸 The US Treasury has bought back a record $75.6 BILLION in debt so far in 2026.
This is the largest buyback in any 3–4 month window in the modern history.
This is the largest buyback in any 3–4 month window in the modern history.
$BTC.D weekly Bollinger Bands are now the tightest since 2017.
A MASSIVE MOVE IS COMING SOON.
A MASSIVE MOVE IS COMING SOON.
🇮🇷🇾🇪 Everyone is focused on Hormuz. Iran's real wild card is sitting in Yemen
The Houthis control the Bab el-Mandeb, the strait that connects the Red Sea to the Suez Canal
They shut it down once in 2023 and have openly said doing it again "is among our options." If Iran gives the signal and both straits close simultaneously, 30% of the world's seaborne oil disappears overnight
Saudi Arabia's last backup route runs through Yanbu on the Red Sea, right inside Houthi strike range. There is no plan C
This is why Gulf states haven't joined the fight despite being hit by Iranian missiles for 44 days. This is why Riyadh stays quiet. The Houthis are Iran's insurance policy and Tehran hasn't even cashed it yet
Source: Al Jazeera, TIME, TASS
The Houthis control the Bab el-Mandeb, the strait that connects the Red Sea to the Suez Canal
They shut it down once in 2023 and have openly said doing it again "is among our options." If Iran gives the signal and both straits close simultaneously, 30% of the world's seaborne oil disappears overnight
Saudi Arabia's last backup route runs through Yanbu on the Red Sea, right inside Houthi strike range. There is no plan C
This is why Gulf states haven't joined the fight despite being hit by Iranian missiles for 44 days. This is why Riyadh stays quiet. The Houthis are Iran's insurance policy and Tehran hasn't even cashed it yet
Source: Al Jazeera, TIME, TASS
🚨 BREAKING:
🇺🇸🇮🇷 Trump on Hormuz:
"We're not going to let Iran make money on selling oil to people that they like and not people that they don't like or whatever it is."
Source: Fox News
🇺🇸🇮🇷 Trump on Hormuz:
"We're not going to let Iran make money on selling oil to people that they like and not people that they don't like or whatever it is."
Source: Fox News
🇺🇸🇮🇷 Trump just announced a blockade of the Strait of Hormuz, but I don’t think it will have much impact.
Trump’s blockade of the Strait of Hormuz does impact Iran’s cash machine, just not enough.
Yes, it targets Iran's toll booth on the world's most vital waterway, and yes, it squeezes Iran’s oil export revenue.
But Iran sells oil to China through other backchannels that the blockade won’t impact, and Russia also supplies Iran with material and military equipment through the Caspian Sea. Both are unaffected by this blockade.
Iran's cash machine has more pipelines than one strait.
So this announcement is less about strangling Iran's economy and more about a single, defining question that has been at the center of this entire war:
Who controls access to the Strait of Hormuz, and on what terms?
Iran has been saying it does. Trump just said America does.
The talks failed, and the escalating chess moves are resuming on both sides.
Trump has made his move, but it’s not exactly check mate yet.
Trump’s blockade of the Strait of Hormuz does impact Iran’s cash machine, just not enough.
Yes, it targets Iran's toll booth on the world's most vital waterway, and yes, it squeezes Iran’s oil export revenue.
But Iran sells oil to China through other backchannels that the blockade won’t impact, and Russia also supplies Iran with material and military equipment through the Caspian Sea. Both are unaffected by this blockade.
Iran's cash machine has more pipelines than one strait.
So this announcement is less about strangling Iran's economy and more about a single, defining question that has been at the center of this entire war:
Who controls access to the Strait of Hormuz, and on what terms?
Iran has been saying it does. Trump just said America does.
The talks failed, and the escalating chess moves are resuming on both sides.
Trump has made his move, but it’s not exactly check mate yet.
🇺🇸 President Trump calls to impose a 50% tariff on nations supplying arms to Iran, including China.
War, tariffs, energy crisis; all are coming together now.
War, tariffs, energy crisis; all are coming together now.
🚨An entity opened a $100 million Oil short position an hour ago.
Immediately after that, Trump announced blockade of the Strait of Hormuz, and now they're down $3,500,000 on the trade.
Pain.
Immediately after that, Trump announced blockade of the Strait of Hormuz, and now they're down $3,500,000 on the trade.
Pain.
🇺🇸 JD Vance has been inside the Serena Hotel in Islamabad for 12 hours straight.
The White House has nothing to say. Nobody knows when he's leaving.
The longest negotiation of his career and the only update is that it's still happening.
Source: NYT
The White House has nothing to say. Nobody knows when he's leaving.
The longest negotiation of his career and the only update is that it's still happening.
Source: NYT
🚨JAPAN IS IN HUGE TROUBLE NOW
And this is going to impact crypto holders too.
Despite the US-Iran ceasefire announcement, Japanese bond yields hit a new ATH.
This is mainly due to Japan's PPI inflation, which spiked to a yearly high.
Now the market expects that BOJ would be more hawkish and do rate hikes.
But the Japanese economy can't survive more tightening.
Its debt-to-GDP is already around 250%, the highest among all countries.
Just 6 years ago, Japan's interest rates were at almost zero and have increased almost 30x since then.
Every 25BPS hike would cost another $25 billion in interest expenses.
On top of that, Japan needs to refinance nearly 40% of its debt over the next 3 years.
With interest rates going up, this will clearly push Japan towards a recession.
And what happens when the world's free ATM goes into a recession?
The cheap money will stop, and investors will dump their assets in panic, leading to a massive crash.
And this is going to impact crypto holders too.
Despite the US-Iran ceasefire announcement, Japanese bond yields hit a new ATH.
This is mainly due to Japan's PPI inflation, which spiked to a yearly high.
Now the market expects that BOJ would be more hawkish and do rate hikes.
But the Japanese economy can't survive more tightening.
Its debt-to-GDP is already around 250%, the highest among all countries.
Just 6 years ago, Japan's interest rates were at almost zero and have increased almost 30x since then.
Every 25BPS hike would cost another $25 billion in interest expenses.
On top of that, Japan needs to refinance nearly 40% of its debt over the next 3 years.
With interest rates going up, this will clearly push Japan towards a recession.
And what happens when the world's free ATM goes into a recession?
The cheap money will stop, and investors will dump their assets in panic, leading to a massive crash.
🚨🇺🇸🇮🇷 BREAKING:
The talks reportedly hit a wall. And it's the one everyone saw coming.
Iran wants authority over Hormuz. The U.S. wants it open and free. Those two positions don't have a middle.
Everything else in Islamabad was paperwork. This is the actual war.
Source: CGTN
The talks reportedly hit a wall. And it's the one everyone saw coming.
Iran wants authority over Hormuz. The U.S. wants it open and free. Those two positions don't have a middle.
Everything else in Islamabad was paperwork. This is the actual war.
Source: CGTN
MASSIVE:
🇺🇸 US Treasury pumped $88,464,000,000 in liquidity this week via TGA release.
In just 2 WEEKS, Treasury has pumped $182,000,000,000 into the economy.
🇺🇸 US Treasury pumped $88,464,000,000 in liquidity this week via TGA release.
In just 2 WEEKS, Treasury has pumped $182,000,000,000 into the economy.
🇺🇸 TRUMP: "We’re now starting the process of clearing out the Strait of Hormuz as a favor to Countries all over the World"
NEW:🇺🇸🇵🇰 Iranian TV:
Iran’s delegation has talked to Pakistan and conveyed its red lines for upcoming negotiations:
1. Iranian control and sovereignty over the Strait of Hormuz
2. War reparations / sanctions relief
3. Unblocking all frozen assets
4. A permanent ceasefire on all fronts in the region
Interesting, nothing mentioned about the right to continue enriching
Iran’s delegation has talked to Pakistan and conveyed its red lines for upcoming negotiations:
1. Iranian control and sovereignty over the Strait of Hormuz
2. War reparations / sanctions relief
3. Unblocking all frozen assets
4. A permanent ceasefire on all fronts in the region
Interesting, nothing mentioned about the right to continue enriching
Trump's family DeFi project "World Liberty Financial" is now down 84% from its peak.
In just 7 MONTHS, $WLFI has wiped out $13,000,000,000 from its market value.
In just 7 MONTHS, $WLFI has wiped out $13,000,000,000 from its market value.
Bitcoin is the new safe-haven asset.
BTC is up 25% against gold since the US-Iran war started on February 28th.
Before this, BTC crashed -67% in 6 months against gold from Aug 2025 to Febr 2026 and surprisingly formed a bottom on February 28th, the first day of the war when U.S. launched strikes on Iran.
Historically, gold is the safe-haven asset and pumps during crises, but this time BTC is outperforming it.
BTC is up 25% against gold since the US-Iran war started on February 28th.
Before this, BTC crashed -67% in 6 months against gold from Aug 2025 to Febr 2026 and surprisingly formed a bottom on February 28th, the first day of the war when U.S. launched strikes on Iran.
Historically, gold is the safe-haven asset and pumps during crises, but this time BTC is outperforming it.
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