JPM/DB estimate Hormuz closure = $120 oil, while fair value is $65. Odds of closure spike to 40% on Polymarket => $87 oil
这帮资本家太高估伊朗了，智商和国内小粉红差不多。 nostr:nevent1qqs0lpxxhevf0peeuqdw28cs6m74wl909w2rz0a9gzhl307287tjvvszyr5dvegeusa3y99vdrul90dugwrdgxkxdvsvtgnqhxcyzqncgp6wjrc57r4
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