EPISODE · May 3, 2026 · 19 MIN
🎙️ The Iranian Connection and the Spot Demand Gap
from Haia Talks (English)
In our May 3rd episode, we expose the elite political family behind Iran's Nobitex exchange and the I-R-G-C's use of crypto to evade sanctions. We analyze CryptoQuant’s warning that the current Bitcoin rally is "purely speculative" and lacks the spot-buying floor needed to break $80,000.Plus: BlackRock’s aggressive push against the O-C-C to allow unlimited tokenized Treasury reserves, the "Infrastructure Alpha" driving Ethereum’s outperformance, and why the Hormuz blockade is now a permanent macro fixture for Q2.#HaiaTalks #Nobitex #CryptoQuant #BlackRock #BUIDL #BitcoinAnalysis #Ethereum #MegaETH #MacroFinance #Geopolitics2026 #StraitOfHormuz🔗 More at https://haia.finance🎧 Follow for Daily Deep DivesThis episode was generated by AI.Send us Fan Mail
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In our May 3rd episode, we expose the elite political family behind Iran's Nobitex exchange and the I-R-G-C's use of crypto to evade sanctions. We analyze CryptoQuant’s warning that the current Bitcoin rally is "purely speculative" and lacks the spot-buying floor needed to break $80,000. Plus: BlackRock’s aggressive push against the O-C-C to allow unlimited tokenized Treasury reserves, the "Infrastructure Alpha" driving Ethereum’s outperformance, and why the Hormuz blockade is now a permanen...
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🎙️ The Iranian Connection and the Spot Demand Gap
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