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Ten31 Timestamp: To Rule the Waves
Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.
đź”— https://bitcoinproducts.com
In this episode:\
\
TIMESTAMPS:
00:00:00 - Monitoring the Middle East situation
00:01:06 - Strait of Hormuz closure and energy infrastructure damage
00:02:11 - Physical world constraints returning to markets
00:04:18 - Ten year yields rising with oil prices
00:07:26 - Markets underestimating refinery damage severity
00:11:06 - China's 45% oil dependence through Hormuz Strait
00:12:57 - Helium supply disruption threatening chip production
00:13:58 - US vs China leverage points in the chess match
00:17:13 - Strategic objectives behind the Middle East operation
00:19:31 - Private credit stress at Blackrock and Blackstone
00:22:17 - Refinancing wave hitting 2020-2021 deals
00:25:15 - Double whammy of inflation and credit stress
00:27:20 - Bitcoin's resilient price action amid global turmoil
\
1.
SUBSCRIBE
› Newsletter (free): https://tftc.io/bitcoin-brief/
› YouTube: https://youtube.com/@TFTC?sub_confirmation=1
FOLLOW US
› X: https://x.com/tftc21
› Nostr: https://primal.net/tftc
FOLLOW MARTY
› X: https://x.com/MartyBent
› Timestamp: https://www.ten31timestamp.com/
› John Arnold: https://x.com/JohnArnoldTen31
› Ten31: https://ten31.xyz
\
1.
TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit
View all episodes
By Marty Bent
4.8
739739 ratings
Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.
đź”— https://bitcoinproducts.com
In this episode:\
\
TIMESTAMPS:
00:00:00 - Monitoring the Middle East situation
00:01:06 - Strait of Hormuz closure and energy infrastructure damage
00:02:11 - Physical world constraints returning to markets
00:04:18 - Ten year yields rising with oil prices
00:07:26 - Markets underestimating refinery damage severity
00:11:06 - China's 45% oil dependence through Hormuz Strait
00:12:57 - Helium supply disruption threatening chip production
00:13:58 - US vs China leverage points in the chess match
00:17:13 - Strategic objectives behind the Middle East operation
00:19:31 - Private credit stress at Blackrock and Blackstone
00:22:17 - Refinancing wave hitting 2020-2021 deals
00:25:15 - Double whammy of inflation and credit stress
00:27:20 - Bitcoin's resilient price action amid global turmoil
\
1.
SUBSCRIBE
› Newsletter (free): https://tftc.io/bitcoin-brief/
› YouTube: https://youtube.com/@TFTC?sub_confirmation=1
FOLLOW US
› X: https://x.com/tftc21
› Nostr: https://primal.net/tftc
FOLLOW MARTY
› X: https://x.com/MartyBent
› Timestamp: https://www.ten31timestamp.com/
› John Arnold: https://x.com/JohnArnoldTen31
› Ten31: https://ten31.xyz
\
1.
TFTC #MartyBent #MiddleEast #EnergyMarkets #PrivateCredit
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