Saagar Enjeti

It doesn't take a lot to demonstrate your ability to control those choke points.

And I mean, it really, really upends the way the whole world has operated.

and the way you have to think about geopolitics.

So like I said, I think whether or not this happens in the next couple weeks or whether Trump is not ready to swallow this level of a clear defeat and decides to go back in and try some crazy thing and see if he can bomb their electrical grid or whatever into submission, it's ultimately going to fail and we're going to end up in something like

this new world.

The crypto part is obviously also really significant.

What does that indicate?

They are bypassing the U.S.-led global financial structure.

Again, that makes it so it is on their own terms.

It doesn't mean that it's the total end of the petrodollar, the end of the U.S.

as the global reserve currency or any of that, but it certainly does undermine it

it certainly does start to push the world more aggressively in that direction.

And, you know, that is a massive, massive, complete change as well.

Absolutely.

The logic is clear.

The logic is as clear as it could be.

Just so you guys see what the current reality is.

So since Israel has continued, not just continued, but escalated their bombardment and mass massacres in Lebanon.

We can put C6 up on the screen.

So the number of ships in the Strait of Hormuz has reduced directly.