Iran Tensions Trigger Global Alarm | Macro Mondays (June 23, 2025)

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Jun 23, 2025

Tensions in Iran are causing ripples across global markets, particularly affecting the cryptocurrency sector. The hosts dive into how these geopolitical issues intertwine with central bank policies, prompting market volatility. They also analyze the evolving strategies within the Republican Party regarding foreign policy, emphasizing the implications for U.S. politics and the oil market. Additionally, insights into VeChain's real-world blockchain applications highlight the growing importance of crypto in today’s economy.

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INSIGHT

Republican Divide on Iran Conflict

The Republican Party is divided on support for Israel in the Iran conflict.
Trump faces internal pressure to quickly resolve the Iran issue to maintain party unity.

INSIGHT

Trump Faces Backlash on Iran Policy

Trump hesitated on Iran decisions due to backlash from parts of his own base.
His pro-war stance risks fracturing the Republican Party ahead of elections.

INSIGHT

Risk of Strait of Hormuz Closure Overstated

Market panic peaked over fears of Strait of Hormuz closure but was exaggerated.
Actual risk of closure is low due to Iran's strategic considerations and regional powers' interests.

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Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, Steno Research partner and head of geopolitics, to break down the latest news and forces driving global markets. From the Israel-Iran war to the future path of interest rate, they unpack how central bank policy and geopolitical factors are fueling volatility and shifts in market positioning. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing ➡️ VeChain has been delivering real-world blockchain utility since 2015 – long before the hype. From powering supply chains and carbon tracking to food safety and enterprise tools, its protocol is proven, scalable, and trusted by governments and global brands. ➡️ Now, it enters a bold new phase: The VeChain Renaissance. With modular upgrades, performance boosts and the introduction of VeBetterDAO, VeChain is rebuilding to embrace open participation, while keeping the enterprise-grade reliability it’s known for. ➡️ The future is here and it’s evolving with purpose. ➡️ The VeChain Renaissance has landed. ➡️ Discover more https://www.realvision.com/vechain #VeChain #Blockchain #VeBetterDAO #Web3 #Sustainability

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