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The Strait of Hormuz has only 6 ships left, Trump is panicking, but Bitcoin has surged to $72,000!
Guess what?
Just yesterday, all the oil tankers around the world avoided the Strait of Hormuz as if they’d seen a ghost.
6 ships.
Throughout Thursday, only 6 ships dared to pass through this world’s most lethal oil choke point.
What’s the normal level? Over 60 ships.
A 90% plunge.
And Trump immediately blew up on social media, calling out Iran by name: “Very poor performance—so poor it’s even disgraceful!”
Wait a minute, that’s not right.
Didn’t they just say they wanted peace talks? Weren’t Iran’s deputy foreign ministers already in Islamabad?
How did they flip their stance so fast?
Just when everyone thought the Middle East would be bombed again, oil prices would skyrocket, and Bitcoin would plunge—
The plot twist came.
Israeli Prime Minister Netanyahu suddenly softened his stance, saying he is willing to negotiate with Lebanon.
Just that one sentence.
Bitcoin, like it had been electrocuted, flipped around from underwater immediately and broke through $72,000.
It was still falling in the early morning, but by afternoon it jumped 3% straight up.
Geopolitical panic, in front of Bitcoin, is only worth one news cycle.
Many people are still staring at the K-line to draw support levels, and looking at the Fed’s rate-hike expectations to go long or short.
But what are the real big players watching?
They’re watching how many ships are in the Strait of Hormuz.
They’re watching who Netanyahu is speaking with today.
They’re watching when Trump will post on X.
Over the past month, Bitcoin is up 9%, while the software stock ETF (IGV) is down 12%.
Bitcoin’s “close relationship” with tech stocks has already broken down.
They used to be like peas in a pod—when Nasdaq sneezes, Bitcoin catches a cold.
Now what?
The correlation has fallen to 0.34.
What does 0.34 mean? It means there’s almost no relationship at all.
Bitcoin is no longer the little brother of tech stocks.
So what is it now?
It’s a barometer of geopolitics. It’s the first stop when global capital is scrambling around the world. It’s an insurance policy against “this world is about to fall apart.”
---
When oil tankers don’t dare to cross the strait, money starts flowing into Bitcoin.
You think Bitcoin is betting on the Fed cutting rates? No—it’s betting that the world isn’t peaceful enough.
With 6 ships, everyone understands one thing: oil has a strait, but Bitcoin doesn’t.
One word from Netanyahu—“negotiations”—is more effective than a 50-basis-point rate cut by the Fed.
On Thursday morning, the whole crypto market atmosphere was like this:
Oil prices surged to $103, nearing record highs.
The Strait of Hormuz was almost completely choked off.
An Iranian delegation went for talks, but the condition was: “Israel must first stop firing.”
Trump pointed at Iran and berated them on social media.
—Everyone felt it was over; the Middle East was about to be bombed.
Bitcoin dropped in the morning.
Longs were cutting losses, while shorts were sneaking smiles.
And then?
That afternoon, Netanyahu held a meeting and said “negotiate with Lebanon as soon as possible.”
The market instantly flipped.
Oil fell from $103 back to $98.60.
Bitcoin directly surged 3% to $72,300.
Nasdaq also turned from down to up.
Did you understand?
In today’s global market, it’s no longer the Fed calling all the shots.
In the Middle East, which big players speak, when they speak, and what they say is more important than Powell.
Ethereum is up less than 1%.
Solana is up less than 1%.
XRP is up less than 1%.
Only Bitcoin is up more than 2% on its own.
Why?
Because when the real “world war panic” arrives, funds won’t bet on ecosystems, apps, or narratives.
They’ll go only to the oldest, biggest, and hardest one.
Bitcoin is that.
It’s not the fastest to rise, but it’s the first one people remember.
You now have two choices:
1. Keep watching the K-line of software stocks, waiting for tech stocks to lift Bitcoin
2. Start paying attention to how many ships are in the Strait of Hormuz, and which person Netanyahu will call tomorrow
I’ll tell you: over the past month, people who chose option 1 lost 12%, and people who chose option 2 gained 9%.
Which one are you choosing?
The more unreliable the world is, the more reliable Bitcoin becomes.
When oil gets blocked, when ships get stopped, and when negotiations get dragged down by conditions—only Bitcoin can’t be stopped.
You think buying Bitcoin is buying the future? No—it’s buying “a place I can go in case the world falls apart.”
Share this so more people know:
6 ships in the Strait of Hormuz, Bitcoin at $72,000.
This isn’t a coincidence. #Gate广场四月发帖挑战 $BTC