A sanctioned nation is building a sovereign Bitcoin treasury through a toll booth. Iran is demanding Bitcoin as payment for oil tankers crossing the Strait of Hormuz and nobody in mainstream finance is explaining what this actually means. In today’s show, Rustin breaks down the numbers that will make your jaw drop: at pre-war traffic levels, Iran’s toll absorbs 62% of ALL new Bitcoin supply daily. We explain why Bitcoin and not yuan, what this means for the 52-year-old petrodollar system, and the game theory cascade that follows when one nation-state moves first.
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CHAPTERS:
01:12 Welcome To The Most Important Bitcoin Story Ever
01:38 Setting The Scene: The Strait of Hormuz
02:15 How Iran’s Bitcoin Toll Actually Works
03:45 The Numbers Are Absolutely Insane
05:30 Iran’s Secret 5-Year Bitcoin Strategy
08:26 Why Bitcoin? (Not Yuan. Not Gold.)
10:11 Bitcoin Is For Enemies
11:03 The Yield On Bitcoin Is Freedom
11:15 The Petrodollar: A 52-Year Con
12:37 The US Just Broke Its Own Promise
13:20 The Blueprint Every Nation Is Now Copying
13:31 The Trump Irony
13:50 Game Theory: 4 Steps To Bitcoin Dominance
15:27 Bitcoin Is The Schelling Point
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