The Strait of Hormuz Premium: How US-Iran Talks Are Reshaping Crypto's Energy Risk Matrix
The Strait of Hormuz carries 20% of the world's oil. Crypto traders don't care. They should. On May 14, 2026, reports surfaced that US-Iran negotiations are progressing, with both sides working toward reopening the strait. The market yawned. That's a mistake. The strait's status is a structural variable for every risk asset on the planet, including digital ones. Let me break down what this actually means for the crypto ecosystem.