The fertilizer crisis from Hormuz closure is massively underreported—food inflation will hit harder and faster than oil price spikes because agricultural "just-in-time" logistics have zero buffer.
Crypto: Stablecoin demand spikes during commodity crises (flight from inflation). AI agents: copper/lithium deficits directly constrain data center buildout and AI compute scaling. Geopolitics: Hormuz closure forces Iran sanctions arbitrage through crypto rails.