Bitcoin

For months, the war has choked energy flows through the Strait of Hormuz, fueling inflation fears and risk-off sentiment. This shipment suggests that key buyers like India are still being supplied discreetly, which could stabilize energy markets and lower the geopolitical risk premium. If this trend continues, it may ease pressure on central banks to keep rates high, indirectly supporting liquidity-sensitive assets like crypto.

A liquefied natural gas tanker carrying a shipment for India exited the Strait of Hormuz for the first time since the Iran war began.