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…