The Strait of Hormuz Opened. Iranian Regime Fragmented.
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The Strait of Hormuz Opened. Iranian Regime Fragmented.
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At 8 PM, the United States set a clear deadline: reopen the Strait of Hormuz or face consequences.
The Iranian regime complied.
Oil dropped. Markets rallied.
But attacks continued.
So what actually happened?
In this episode, Avi Kaner breaks down why the Strait reopening was real, but the system behind it did not fully align.
Who is actually calling the shots inside the Iranian regime
Why compliance didn’t cost much but revealed a limit.
Why attacks continue even after agreement.
What markets are telling us about risk.
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