04-23-2026Price:

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US seizes Iranian tanker to force Hormuz deal

Thursday, April 23, 2026 · from 3 podcasts
  • US Marines boarded and disabled the Iranian tanker Tosca, proving the blockade is now enforced by live fire.
  • Iran threatens to skip ceasefire talks unless the US lifts the blockade, collapsing diplomatic momentum.
  • Behind the scenes, energy giants and financial powers benefit from prolonged chaos.

US Marines boarded the Motor Vessel Tosca in the Strait of Hormuz, disabling its engine with precision fire. The move marks the first physical enforcement of Washington’s naval blockade, shattering market hopes of a swift reopening. Oil prices spiked $10 a barrel as traders recalibrated to the reality of escalation.

According to Greg Karlstrom on The Intelligence, the US acted after Iran’s foreign minister issued a vague tweet suggesting the Strait was open - so long as the IRGC coordinated access and collected tolls. That fell short of US demands. The seizure was meant to signal that diplomacy now follows force, not the other way around.

Talks remain scheduled for Tuesday in Islamabad, with Vice President J.D. Vance leading the American delegation. But Iran insists the blockade be lifted before it will attend. Six weeks after ceasefire talks began, the window for agreement is narrowing fast.

"Markets misread the room. The tweet wasn’t a breakthrough - it was a trap."

- Greg Karlstrom, The Intelligence from The Economist

Simon Dixon on BTC Sessions argues the conflict is not a spiral but a managed transition. He describes it as an 'OPEC operation' - a coordinated effort by energy and financial elites to restructure the Middle East under a new multipolar order. In this view, the violence is real, but the outcome was pre-negotiated.

Cheniere Energy, Saudi Aramco, and ExxonMobil profit from sustained high prices and future rebuild contracts. The chaos, Dixon claims, masks a quiet transfer of wealth and power. Oil is kept high enough to erode Western living standards but not so high as to trigger demand collapse.

"This isn’t World War III. It’s a regime change in asset control, dressed as war."

- Simon Dixon, BTC Sessions

Behind the scenes, factions within the US power structure are cycling through phases: war (military-industrial), financialization (financial-industrial), and surveillance (technical-industrial). JD Vance, groomed by Peter Thiel, represents the next phase - one where Palantir and firms like it use domestic unrest to justify a permanent security state. The Strait of Hormuz isn’t just about oil - it’s about control.

Source Intelligence

- Deep dive into what was said in the episodes

#2487 - Action BronsonApr 22

Also from this episode: (29)

Other (29)

  • Woolly mammoth artifacts, including a 10,000-year-old tooth and pistol handles, are not considered precious due to their abundance, allowing their use in various decorative and functional items like knives or piano keys.
  • Action Bronson attributes the popular high school trend of Taz with boxing gloves tattoos, as well as barbed wire designs, to a specific era; Joe Rogan notes barbed wire ankle tattoos are an "unacceptable" male accessory.
  • Action Bronson prefers unstructured vacations focused on eating good food, having experienced notable meals like rare scampi in Rome and visiting ancient sites like Teotihuacan in Mexico City.
  • Mexico City is described as a vast, high-altitude metropolis with a population of low to mid-20 million, where a recent shooting at the Teotihuacan Sun Temple resulted in seven people shot and one fatality.
  • Teotihuacan's origins remain mysterious, with Joe Rogan noting theories that Aztecs found, rather than built, the site; he also highlights the Olmec civilization's giant, helmeted stone heads of unknown creators.
  • Joe Rogan points out that historical urban development often involved building new cities atop older ones, citing examples in Ravello, Italy, Mexico City, and archaeological discoveries in Jerusalem.
  • Evidence suggests ancient seafaring by archaic humans may date back as far as 450,000 years ago, pushing previous estimates of human boat use back significantly, according to a Perplexity AI search.
  • Recent LiDAR scans of a boat-shaped rock formation on Mount Ararat in Turkey, located 6,500 feet above sea level, have deepened the mystery around Noah's Ark, with the structure resembling an actual vessel.
  • Joe Rogan suggests the biblical account of Moses and the burning bush could be interpreted as a DMT experience, as acacia wood, believed to be used in Noah's Ark, is rich in DMT.
  • Action Bronson faced backlash on Instagram for posting an AI-generated frog image, with fans accusing him of taking opportunities from artists, though he maintains he creates his own artwork.
  • Joe Rogan fears uncontrolled AI development could lead to widespread chaos, the dissolution of creativity and freedom, and an erosion of individual autonomy, describing AI as an unstoppable "wave."
  • Neanderthals, despite common stereotypes, had larger brains than Homo sapiens and were significantly stronger, leading Joe Rogan to question whether they were truly less intelligent, with new genetic theories suggesting they may have descended from early humans and an older species.
  • Action Bronson has lost 20 pounds, now weighing 265 pounds, and credits a regimen of kettlebells, mace, sandbags, and Zercher squats, which he integrates with daily training alongside professional bodybuilders.
  • Action Bronson changed his diet by reducing pasta and incorporating sweet potatoes and wild game, focusing on "fuel" rather than indulgence, and highlights the artistry of chefs like Stefano Setchi and Evan Funke in making traditional pasta.
  • The UK Parliament has voted on a draft law to ban anyone born after 2008 from smoking, a measure Joe Rogan views as government overreach, noting that historically, cigarettes were advertised as beneficial and sold in hospitals.
  • Joe Rogan discusses the effectiveness of medications like Prozac and Adderall for some individuals but raises concerns about addiction to substances like benzodiazepines, noting that Michael Jackson died from propofol overdose.
  • Action Bronson highlights the immense public recognition of Michael Jackson, whose music continues to be played despite sexual allegations, contrasting it with R. Kelly whose music is now rarely heard.
  • Joe Rogan discusses the extreme behavior of some billionaires who reportedly seek out and consume endangered species in private gatherings, citing a 2014 crackdown on such practices in southern China that mentioned pangolins and tortoises.
  • Action Bronson recalls keeping aggressive pet turtles that would bite goldfish in half, and Joe Rogan expresses surprise at the Matamata turtle's flat, triangular head and the alligator snapping turtle's worm-like tongue lure.
  • Action Bronson criticizes New York City's handling of tax dollars and waste, advocating for tax relief for native New Yorkers and proper payment for sanitation workers, whose union actions he believes contributed to past garbage pile-ups.
  • Joe Rogan challenges the idea that New York City's rat biomass equals human biomass, but notes that the total biomass of all insects is several times larger than human biomass, and ants' biomass is 20% of human dry carbon mass.
  • Joe Rogan warns against ticks in upstate New York, which carry Lyme disease (identifiable by a bullseye rash) and Alpha-Gal syndrome (a red meat allergy from the Lone Star Tick), suggesting geranium spray as a repellent.
  • Carlos Ulberg's remarkable composure and fight-ending left hook to defeat Yuri Prochazka, despite sustaining a torn ACL mid-fight, showcased a world champion's will, according to Joe Rogan and Action Bronson.
  • Khalil Rountree's transformation into a Muay Thai specialist after training in Thailand resulted in a devastating sidekick that blew out Modestas Bukauskas's knee, a ruthless approach praised by Joe Rogan as necessary in fighting.
  • Joe Rogan details Johnny Walker's early, explosive UFC career, marked by wild striking and an injury to his shoulder during a "worm" celebration after a win against Circunov.
  • Joe Rogan anticipates a compelling fight between Khamzat Chimaev and Sean Strickland in Newark, highlighting Strickland's defensive wrestling, awkward striking, and accurate jab against Khamzat's insane takedown timing.
  • Paulo Costa's recent performance at light heavyweight against Mazumut was his best yet, leading Joe Rogan to declare him a "light heavyweight champion" who should remain at 205 pounds due to his physical strength and ability to absorb shots.
  • Joe Rogan argues there isn't one Heavyweight MMA GOAT but rather a category of champions including Stipe Miocic (most title defenses), Cain Velasquez (relentless pressure, cardio), Fedor Emelianenko (hardcore favorite), and Fabricio Werdum (tapped three all-time greats).
  • Joe Rogan endorses Khabib Nurmagomedov's strategy of having children train gymnastics until age 10 to develop body control, a foundation for later martial arts.

We’re in the FINAL Phase of the Global Reset (Iran Update) | Simon DixonApr 21

  • Simon Dixon argues that current global geopolitical chaos, particularly in the Middle East, is a theatrical OPEC operation designed to integrate Iran into a new, China-aligned world order.
  • The conflict is engineered to drive oil and energy prices high enough to facilitate a global wealth transfer, effectively asset-stripping America and wiping out its middle class.
  • China has significantly reduced its US treasury holdings from $1.4 trillion to $650 billion, reallocating capital into gold, its Belt and Road Initiative, and de-dollarization efforts.
  • Record profits are observed among a coalition of four US companies, including Cheniere Energy, Saudi Aramco's subsidiary, Golden Pass (70% Qatar Energy, 30% Exxon), Exxon, and Chevron.
  • The Strait of Hormuz situation involves a complex interplay where shipments require permission from Lloyds of London, Iran, and America, indicating coordinated control by powerful factions.
  • Iran and Russia are identified as the world's largest sovereign Bitcoin miners, with Iran potentially using nuclear energy to power its mining operations.
Also from this episode: (5)

Fed (1)

  • The Federal Reserve's balance sheet is expected to increase substantially, benefiting the 12 regional banks and transnational capital shareholders who receive a 6% dividend on its assets.

Politics (2)

  • Simon Dixon asserts that Palantir, funded by government contracts, seeks a manufactured revolution to justify stripping the Constitution and designating citizens as domestic terrorists.
  • JD Vance is presented as Peter Thiel's groomed candidate for the Technical Industrial Complex, poised to accelerate the police and surveillance state if elected.

Banking (1)

  • BlackRock's Aladdin AI technology, used by over $25 trillion in capital, enables algorithmic market manipulation and scenario planning for major financial institutions.

Business (1)

  • The host points out that BlackRock's assets under management grew from $12 trillion to $14 trillion during this period of perceived crisis.

Now boarding: America seizes an Iranian shipApr 20

  • US forces fired upon and seized the Iranian-flagged Motor Vessel Tosca in the Strait of Hormuz, enforcing a blockade just before the existing ceasefire with Iran was set to expire on Wednesday.
  • Greg Karlstrom explains that Iran's foreign minister, Abbas Aragchi, tweeted the Strait was open subject to IRGC coordination and potential tolls, which is Iran's established position, not a full reopening.
  • Oil prices, specifically Brent crude, initially dropped to $85 a barrel last week due to market misinterpretation of Aragchi's tweet, but later jumped by $10 a barrel.
  • Greg Karlstrom identifies three potential Iranian responses: direct attacks on US warships, attacks on commercial vessels in the Gulf for domestic retaliation, or negotiation to end the mutual blockade.
  • Negotiations between the US and Iran are scheduled for Tuesday in Islamabad, with US Vice President J.D. Vance leading the American delegation, though Iran's attendance is uncertain.
  • The US views its recent action in the Strait as evening out the situation, arguing Iran failed to reopen it as supposedly agreed, and expects it to provide leverage in upcoming talks.
  • While the US has dropped its demand for Iran to never enrich uranium, its request for a prolonged moratorium remains a significant point of contention in negotiations.
  • A Russian drone struck Chernobyl's New Safe Confinement (NSC) on February 14, 2025, piercing the protective dome; the NSC was installed 10 years ago to isolate the site for a century.
  • The New Safe Confinement (NSC), built for $1.6 billion by 45 nations and orchestrated by the EBRD, stands 108 meters tall, 250 meters wide, and 150 meters long.
  • Balthazar Lindauer, EBRD director, calls the drone damage 'very significant,' stating the NSC is now 'useless' as its hermetic seal is lost, though a maintenance garage reportedly saved Reactor 4 from a direct hit.
  • Following the strike, visible flames were extinguished in two hours, but smoldering between the NSC's internal and external layers burned for weeks, gutting about half of the internal membrane.
  • Engineers decided to fix the New Safe Confinement in place, rather than moving it, due to the high risk of leaving the unstable original sarcophagus unprotected.
  • The estimated repair cost for the NSC is 500 million euros, a figure expected to rise, and Rafael Mariano Grossi of the IAEA warns that radioactive release risks will grow without repairs.
  • Sunday marks the 40th anniversary of the 1986 Chernobyl nuclear accident.
  • Don Wineland notes that global fast food chains like McDonald's, KFC, and Starbucks are now rapidly expanding into rural Chinese cities, such as Handtuan, as major cities are saturated.
  • Saturation in large cities means 70% of KFCs and 60% of McDonald's in China are within a 10-minute bicycle ride of another location.
  • Many global fast food chains in China, including McDonald's (owned by Cidic Capital) and Yum China (KFC/Pizza Hut), are now predominantly backed by large local Chinese investors.
  • Local investors provide the capital for expansion into smaller, riskier markets, but challenges persist, including a lack of suitable real estate and competition from cheaper, locally tailored Chinese brands.