Is the crypto world chaotic or not? The Middle East says it all!

Trump's words change faster than the situation in the Strait of Hormuz. First, he was calling for a hard stance against Iran's oil, then he suddenly said that even if the strait is closed, they can still negotiate a ceasefire, and he also threw a dig at his allies who didn't follow the action—making it clear: UK, either come buy oil in the US or toughen up and go through the strait yourself.

Iran is also clever. Taking advantage of the US wanting to back down, they pushed out a "Strait Toll Law." International law clearly states that charging tolls is not allowed, but Iran argues that they've spent money to ensure safety in this area, so collecting some fees is reasonable. Basically, this "safety" money is from war expenses—where else would it come from? But battlefield logic doesn’t always apply, and the key point is they’ve actually pushed forward with the toll idea.

If the US really pulls out, Iran will have established a foothold in the strait, setting up a checkpoint to collect tolls—winning this round. The oil-producing countries in the Gulf will definitely lose, and Japan, South Korea, and Europe will be affected too. China and India will have to pay more for oil. Russia is quite happy—oil prices stay high, and they’re financially comfortable. Israel’s situation is less clear; they’ll eventually have to reckon with Iran on this account too.

The most absurd part is that the Strait of Hormuz, which has always been open, is now being used as a bargaining chip by both sides. If Trump manages to "negotiate a reopening," he can even use it as a political achievement—though it was never actually closed.

If a ceasefire happens within half a month, oil prices might drop below $90. But after all this chaos, Brent crude’s average price has already been raised from $63 to $83 by institutions. The stock market couldn’t hold up either, especially on our side. Hong Kong stocks, though undervalued, are still hammered by external factors. Many chemical plants in Shandong have shut down due to Middle Eastern oil supply disruptions—no joke.

All this chaos ultimately ends up being paid for by us.