<p>Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.   </p>
<p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a>   </p>
<p>In this episode:\   </p>
<ul>
<li>Why oil infrastructure attacks may be a strategic move against China\</li>
<li>How the Strait of Hormuz closure affects 45% of China's oil supply\</li>
<li>Private credit stress meeting energy inflation - the perfect storm\</li>
<li>Signs Bitcoin may have bottomed while traditional assets struggle\</li>
<li>The chess match between US energy dominance and Chinese supply chains   
\</li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li>-   
TIMESTAMPS:   
00:00:00 - Monitoring the Middle East situation   
00:01:06 - Strait of Hormuz closure and energy infrastructure damage   
00:02:11 - Physical world constraints returning to markets   
00:04:18 - Ten year yields rising with oil prices   
00:07:26 - Markets underestimating refinery damage severity   
00:11:06 - China's 45% oil dependence through Hormuz Strait   
00:12:57 - Helium supply disruption threatening chip production   
00:13:58 - US vs China leverage points in the chess match   
00:17:13 - Strategic objectives behind the Middle East operation   
00:19:31 - Private credit stress at Blackrock and Blackstone   
00:22:17 - Refinancing wave hitting 2020-2021 deals   
00:25:15 - Double whammy of inflation and credit stress   
00:27:20 - Bitcoin's resilient price action amid global turmoil   
\</li>
</ul>
<ol>
1. 
</ol>
<ul>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li>-   
SUBSCRIBE   
› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a>   
› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a>   
FOLLOW US   
› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a>   
› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a>   
FOLLOW MARTY   
› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a>   
› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a>   
› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a>   
› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a>   
\</li>
</ul>
<ol>
1. 
</ol>
<ul>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li></li>
<li>-   
<h1 id="tftcmartybentmiddleeastenergymarketsprivatecredit">TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit</h1></li>
</ul>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Ten31 Timestamp: To Rule the Waves

TFTC: A Bitcoin Podcast

AI Chapters

AI Insights

Reviews