Sina 🗝️⚡ BI Report|Mar 30, 2026 23:56
One of the core ideas I discuss in this week's Bitcoin Intelligence is a simple game theory of the Iran war:
1- Closure of Hormuz is a great cost for the markets, the US, and the world economy
2- Time is running out for Trump; the damage compounds.
3- The US can do something about it (escalate with an assault on islands and coastal cities).
Therefore,
- The US will do something about it
Wait for a substantial escalation by the US soon.
https://substack.com/home/post/p-192632361(Sina 🗝️⚡ BI Report)
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