Oil is nearly $100 a barrel. Iran just threatened to target American energy assets in the Gulf. The Fed is now priced at over 60% odds of RAISING interest rates one week from today.
And Bitcoin — the money that had zero votes in any of it — fell 1.6% on Tuesday like it was the one who started the war.
The War You Never Voted For
Let’s be clear about what actually happened. The U.S. and Israel launched this war on February 28. On Saturday, Iran’s Revolutionary Guard attacked U.S. warships. The U.S. answered by striking three Iranian oil tankers — including one near Kharg Island, Iran’s main oil export hub. Defense Secretary Pete Hegseth put it in writing: “If Iran shoots at U.S. ships, we will destroy (and sink) their oil tankers.”
Iran’s Parliament Speaker Mohammad Bagher Ghalibaf shot back: “It’s simple: the oil and gas production chain here is sprawling, accessible, and exposed. American oil and gas companies across these waters and facilities share that exposure. Strike our assets and you get struck.”
And Tehran’s security council just threatened a “maritime exclusion zone” across the Persian Gulf — through the Strait of Hormuz, the waterway that carried a fifth of the world’s oil and LNG before this war started choking it.
The Fed Already Has Its Excuse
That’s how crude got back to nearly $100 a barrel — its highest level in six weeks. And that’s how inflation fears got a fresh, convenient excuse.
So what does the Fed do with an excuse like that? It raises rates. The CME FedWatch tool now puts the probability of a rate HIKE at the September 15-16 meeting at over 60%. One week away. Thursday’s CPI print is the last inflation number they see before deciding.
Bitcoin opened Tuesday at $79,093 — down 1.6% from Monday’s open. By mid-morning it was $78,370. It’s down roughly 39% from its all-time high of $128,198. The 20% rally it just had is leaking back out on war headlines and rate odds.
Read The Chain And Tell Me Where Bitcoin Fits
Politicians start a war → oil hits $100 → inflation gets a new excuse → the Fed raises rates to fight an inflation its own war created → risk assets get crushed → Bitcoin gets blamed for being “volatile.”
Bitcoin didn’t strike a single tanker. Bitcoin didn’t vote on the Fed. Bitcoin doesn’t print dollars, doesn’t bomb ports, and doesn’t hold meetings in September to decide whether your money is worth less. It just sat there — and it’s the one that got liquidated.
That’s the whole game. They make the war. They make the inflation. They make the rates. And you watch your “investment” bleed because of decisions you had zero voice in. The same institutions that started the fire are now selling you fire insurance. Last week it was a Fed speech and a jobs report. This week it’s tankers in Hormuz. Same result: your money, their call.
The Love Is Bitcoin Takeaway
This is exactly why self-custody matters. The Fed’s meeting, the war headlines, the CPI print — none of it touches YOUR coins when they’re in YOUR wallet. You can’t stop the war. You can’t vote on the Fed. But you CAN make sure that when the next rate decision sends leverage through the floor, your Bitcoin is sitting somewhere no central bank and no Pentagon can reach.
Buy the real asset — not the ETF, not the promise. Your own keys, your own wallet. Coupon: LOVEISBITCOIN
https://loveisbitcoin.com/bull
So here’s the question: if the Fed can raise rates into a war and knock your “hard money” down 40% from its peak — how many more of their decisions are you going to let decide what your money is worth?
This article is for education only and is not financial advice.
OIL IS ALMOST $100, IRAN IS THREATENING AMERICAN TANKERS, AND THE FED IS ABOUT TO MAKE BITCOIN PAY FOR THE WAR
