The ongoing closure of the Strait of Hormuz, a vital artery for global energy shipments, is reshaping investor strategies. Since February 2026, the blockade has disrupted 20% of the world's energy supplies, fueling inflation in allied nations like the UK.
In response, Bitcoin is gaining traction as an inflation hedge, with prediction markets showing a 52.5% probability of it reaching $85,000 by May 2026. Silver, a classic safe haven, has seen its chance of hitting $120 by June surge to 15.4% from just 4% a week ago.
The broader takeaway: prolonged instability in the Middle East is driving capital into alternative assets, while IPOs like SpaceX remain unaffected.