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@crucible_ng Apr 13 Open

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…