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<p>The Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil. None of that is a coincidence.</p>
<p>🔗 <a href="bitcoinproducts.com">https://bitcoinpr…;
<p>In this episode:</p>
<ul>
<li>What Operation Economic Outcast and secondary sanctions are actually targeting</li>
<li>Why Bessent refused to rule out sanctioning Chinese banks</li>
<li>Reports of a canal being dredged in Oman to route around Hormuz</li>
<li>How the Venezuela deal more than doubles US access to proven reserves</li>
<li>Why Druckenmiller's op ed makes an argument that missed its exit 20 years ago</li>
<li>Trade unions turning into the loudest defenders of the AI build out</li>
</ul>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Jackson Hole in the rearview and a dressed down August recap </p>
<p>00:00:37 - Treasury's economic D-Day and Operation Economic Outcast </p>
<p>00:02:20 - Secondary sanctions covering digital assets, gold and shipping </p>
<p>00:02:47 - Whether Chinese banks are above the reach of US sanctions </p>
<p>00:05:03 - Sanctions as a way to light up the map </p>
<p>00:05:58 - Hormuz traffic up 400% and a canal being dredged in Oman </p>
<p>00:09:52 - Gas prices and short memories heading into the midterms </p>
<p>00:12:35 - Why Hormuz is a better card to hold than to play </p>
<p>00:13:42 - Venezuela deal for 65 billion barrels of oil reserves </p>
<p>00:17:17 - Pushing China out of the Western Hemisphere </p>
<p>00:18:13 - Druckenmiller's op ed and the entitlements problem </p>
<p>00:20:12 - Yield management and the World War Two analogy </p>
<p>00:24:16 - Why entitlement reform is never going to happen </p>
<p>00:24:55 - Print the difference or redesign the game board </p>
<p>00:27:43 - Trade unions becoming the AI build out's best allies </p>
<p>00:31:29 - A quantum resistant Bitcoin transaction lands on mainnet</p>
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<h1 id="tftcmartybentiranvenezuelabitcoin">TFTC #MartyBent #Iran #Venezuela #Bitcoin</h1>
