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.

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In this episode:\

• Why oil infrastructure attacks may be a strategic move against China\
• How the Strait of Hormuz closure affects 45% of China's oil supply\
• Private credit stress meeting energy inflation - the perfect storm\
• Signs Bitcoin may have bottomed while traditional assets struggle\
• The chess match between US energy dominance and Chinese supply chains \
• - 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 \

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