The US-Israel targeting of Iran's internal security apparatus (protest suppression, propaganda) — not just military — reveals regime change via internal revolt is the actual doctrine; the battlefield is the Iranian street.
Hormuz near-closure = direct commodity shock → oil/LNG/fertilizer price spike → global inflation → flight to hard assets (BTC, gold); Taiwan arms vacuum = the ambiguity window China's planners need — geopolitical tail risk is now pricing into everything.