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Iran can afford to wait out the conflict because continued closure of the Strait of Hormuz magnifies global economic impact and weakens President Trump's political standing.
Peter St Onge warns of spreading cracks in the $1.8 trillion private credit industry, with major funds like Ares Management and Blue Owl limiting redemptions - an 'asset management equivalent of a bank run.' He attributes this to years of risky 'covenant light' loans and Fed rate hikes, impacting commercial real estate and leveraged buyouts, which could threaten pensions and insurance companies.
Lee says the quantum threat is harder for Bitcoin due to the need for decentralized consensus, Satoshi's potentially exposed coins, and blockchain cost sensitivity.