Episode Details

Iran's reported move to require Bitcoin payments for oil shipments through the Strait of Hormuz marks a potential turning point in global trade settlement. With a fixed supply of just 450 BTC mined per day, and institutions already controlling millions of coins, even limited real-world demand introduces significant structural pressure.

This episode breaks down how energy markets, institutional flows, and global trade are converging - and why $5M Bitcoin may be a consequence of supply dynamics rather than speculation.

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