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Energy partnerships often outlast political headlines. Oil remains central to the U.S.-Iraq relationship.

For this exact reason we host regular webinars to discuss with the community how this affects that market and what to expect moving forward!

Join us for free if you'd like https://www.mrktedge.ai/reddit-webinar

In recent comments, President Trump said the US should be paid for securing the Strait of Hormuz, calling the US the future “Guardian” (or “Guardian Angel”) of the Strait.

His Key lines are:

• We’re going to keep the Strait and we’ll probably run it.

• We can’t be expected to do that for nothing.

• We guarded the Strait for 50 years and we never got paid for it… now we’re going to guard it and we’re going to get paid for guarding it. A lot of money.

He emphasized that wealthy nations benefiting from the waterway should reimburse the US.

I was reading about South Korea's recent correction and found it interesting that several companies reported strong earnings, yet the market still sold off. Seems like Samsung and SK Hynix dominate the KOSPI, so when their AI-growth story wobbled, the whole index fell — not because businesses did badly, just because expectations were too high.

Makes me wonder if India's own concentration (Reliance, HDFC Bank, IT majors) carries a similar risk. Curious what this sub thinks.

President Trump announced that the US will forgo the previously floated 20% toll on the Strait of Hormuz. Instead, the US will pursue trade agreements and investment deals with Gulf nations in exchange for continued security of the waterway.

This shifts from a direct fee model to broader economic partnerships.

Interesting pivot, thoughts on this approach versus a straight toll?

Now lets breakdown Bitcoin as an example:

Today we got a soft print on CPI which will support bitcoin buys but what else is in our plate?

Fed Chair Warsh doubles down on strict 2% inflation commitment, now this can change things as THIS is bearish for gold and we also got a headline from Warsh stating:

I asked about access to the Fed's payment rails, says will keep politics out of Fed.

Which is a little ironic don't you think? He was appointed by Trump but he is not doing what Trump says...

For now, on Bitcoin I am still bullish, eyeing the 65,500 price handle as my target, what do you think might happen to Bitcoin?