🐋 WHALE WATCH: Iran is about to unveil a new transit system for the Strait of Hormuz. They want to control routes and charge fees for safe passage. This is a massive structural shift for global energy chokepoints. If supply chain risks spike again you can expect another wave of inflation. Markets are looking tight here. This geopolitical risk could push liquidity right back into defensive assets like the dollar. Will this act as a local top for risk assets or just a minor bump?(Whale Factor)