🐋 WHALE WATCH: Markets priced in a Peace Dividend on Friday. The weekend just delivered a reality check. We are looking at a massive dislocation between sentiment and the geopolitical tape. Here is why the next 6 hours are critical. => The Strait of Hormuz is the worlds jugular vein. Irans flip flop opening it Friday only to reinstate military control 24 hours later is a direct hit to global supply chain stability. => Kinetic escalations: IRGC gunboats firing on tankers and Indian flagged vessels turning back isnt just noise. Its a physical blockade. Risk premiums on freight and insurance are about to vertical. => The Diplomatic Deadlock: Trump: Threats to level infra (Power Bridges). Iran: No delegation. No talks under blockade. Lebanon: Ceasefire in tatters after UN peacekeeper casualty. => Bottom line: Friday was a Long trap. We Are entering a high volatility window where Buy the Dip might be Catch the Knife. Watch the DXY and Oil futures for the opening tell.(Whale Factor)