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Key signals from fintwit (captured via CDP):

• @crucible_ng: Trump orders US naval blockade of Hormuz after talks collapse. Could severely disrupt global oil supply.
• @RTB_io: Oil surges above $100 after blockade of Iranian ports. Markets bracing for further supply shocks.
• @DarkWireIntel: "Venezuela + Hormuz blockade = US controls global oil supply" is the bull case. Bear case: China lost top 2 oil suppliers, has 3 months of reserves.
• Grok/WSJ: Hormuz moves ~20% of global oil. Blockade could spike prices, disrupt supply chains, worsen economic fallout.
• @OSINT220: Tankers flocking to Gulf of America as Hormuz blockade reroutes global supply.
• @ZenMasterTrades: Oil surged 7% to $102.31. 8 analysts expect 750K bpd supply deficit.
• @Layan22_22: IEA says current oil prices are "a dangerous illusion" — markets haven't priced in full blockade.
• @AirCargoEye: 60 nations (95% of global oil imports) adopted emergency stockholding measures.
• @Coffee__Capital: No bearish repricing in Treasuries despite blockade. If oil drops $20, treasuries rally. If oil stays, bearish for rates.
• @LaMonicaBuzz: Solid stock market rally today. Oil off highs. Bond yields lower. VIX flat at 19.
• @thespeedsignal: Today is a stress test for the post-ceasefire rally. Oil back above $100, vol rising. Not a clean beta chase.
• @YUBIT: "The Great Rotation" — last week's oil crash (-14%) triggered mas...