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Iran's IRGC Navy announced early on the 12th an immediate blockade of the Strait of Hormuz, banning all vessel transit until further notice and until US regional involvement stops, with warning shots already fired at one ship that had switched off its AIS. Roughly a fifth of global seaborne oil flows through the strait, so a sustained closure would spike Brent and WTI, lift gold on safe-haven demand, and pressure risk assets including BTC through the risk-off and inflation-expectations channel. Watch for independent confirmation of an actual shipping halt via tanker tracking and any US military response, since an escalation or de-escalation signal will drive whether the oil risk premium sticks or unwinds.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, GC=F, BTC.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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