Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity
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Hey, everyone. Welcome to Bits and Bips, where we explore how crypto and macro collide one basis point at a time. I'm your host, Austin Campbell, high scholar of Zero Knowledge Consulting, here with my host, Ram Alawwalia, maester of wealth, leader of Lumina, and Chris Perkins, the golden hand of CoinFunds. Today, we have a very special guest, James Spider Marks. He is currently the head of geopolitical strategy at Academy Securities, and prior to that, had over a thirty year career in the army, including as senior intelligence officer, the LA riots, The Balkans, Korea, and Operation Iraqi Fre
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So there's only one place to begin right now, and that's Iran. Up until recently, the Strait Of Hormuz has been effectively closed, though perhaps we're seeing some ship traffic slip through today. And we're going to look at everything that's been happening on the ground, and we have the perfect guest for that. So I'll start with a little context. So US and Israel led strikes on Iran, killed supreme leader Khomeini. Iran retaliated by attempting to close the Strait Of Hormuz, warning that ships attempting to pass could be attacked. Tanker traffic was highly disrupted. Oil prices ran up very si
Yeah. Bear in mind, the Strait Of Hormuz, we're not physically closed. Iran does not have the capacity to do that, especially now. Look, their navy's at the bottom of the Gulf. They don't have an air force. Their missile inventory ballistic missile inventory has been attrited considerably. Their ability to mine the Straits Of Hormuz, and and by frame of reference, 20 miles, but only two of those miles are are passable for the tanker traffic. So Iran threatens a lot and has said forever they could they've got the capacity to shut the Straits Of Hormuz. They don't. United States Navy, frankly, i
Chris, what do you think?
No, look, I think this has been a spectacular naval combined arms effort. Our Navy has just proven itself again and again. Been very impressed there. I'm looking closely at the Isle Of Khark. You mentioned that general controls 90% of Iranian exports. It's been a part of war plans. I mean, it's not something that we overlooked. Everything that we're doing in and around it is, you know, been thought of and planned for. But I feel like one of the objectives here is, you know, with this administration, it's the Venezuela playbook, Right? So what is the opportunity that we have now? Like, Kamini's
But But you know, Chris, you know, Chris, that's gonna be extreme first of all, extremely hard to do. I think the president's gonna walk away from unconditional surrender. That doesn't happen. And without being flippant, who do you surrender to? Khomeini's son is a creature of the IRGC. So the IRGC stands to increase its role. In fact, I it wouldn't surprise me if in the next couple of years, it's there is no there is not going to be a popular uprising. There is not going to be anybody who's going to be in that position as either the supreme leader or fill in the blank, prime minister, preside
You have the Kurds.
Sorry. Go ahead. Go ahead.
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