Tom Bilyeu

When Trump came back from his Middle East tour early in year one of his second term, he announced to much fanfare that he had secured roughly $2 trillion in Gulf investment commitments to the United States, something that the Gulf states have been doing anyway, but they know to package it up as a gift.

The overwhelming majority of that money was earmarked for AI.

data centers, chips, the physical build-out of the AI economy.

That means that two of America's most important economic pillars, the petrodollar and the AI infrastructure investments that we're banking our entire future and economy on,

are tied to money created by oil tankers flowing through the Strait of Hormuz.

I hope it's all starting to make sense now.

The very place being threatened by the theocratic regime that waves its guns around at the rest of the world, screams death to America, and desperately wants to disrupt the growing relationship between the US, Israel, and the GCC countries, something that has only been growing stronger with the Abraham Accords, hence the October 7th attack.

Prior to Trump, everyone had been willing to accept the fragile stability in the Middle East.

Keep your head down, keep the dollars flowing, that was the mantra.

You can sanction Iran, but otherwise leave them alone.

But Trump just couldn't leave well enough alone, whether because he really feared them becoming nuclear and taking control of the Strait, or because he was feeling himself a little bit too much after Venezuela, or because Israel wants a war between Gog and Magog.

More on that later.

Or something else entirely, Trump decided to launch the war.

And history provided us with a swift reminder that the only law of history is the law of unintended consequences.

And thusly, the Strait of Hormuz was immediately shut down, not by Iran, but by the insurance companies who feared Iran would attack the ships.

And they were right.

Make no mistake.

This is why Iran has always been the pressure point.

Iran doesn't need to beat the United States military to win this war.

All they have to do is make the Strait unusable.