Oil futures surged 10% after fighting resumed, and Wall Street traders created the 'Nacho Trade' — Not A Chance Hormuz Opens. Goldman Sachs is studying alternative pipelines, but any solution is a 2027-2028 project at best.
Where this was said
At 14:42 · chapter starts 9:07
Tommy plays a supercut that juxtaposes Trump and Steve Witkoff's ebullient ceasefire rhetoric — 'the way we've done business for 47 years is a mistake' — with Trump's later truth-social threats of '1,000 missiles locked and loaded.' Ben diagnoses the pattern: 80-90% of what the Trump team says is pure bullshit, and the roller coaster rhetoric obscures a static reality — Iran controls the strait, the regime has gotten more hardline, and the nuclear question remains unanswered. Tommy explains the proximate triggers: Israeli intelligence about an alleged Iranian assassination plot against Trump, and a dispute over which shipping channel vessels should use in the Strait. The key fault line is MOU paragraph 5, which Iran reads as granting it sovereignty over maritime services in the strait. Oil futures jumped 10% on the news, Wall Street coined the 'Nacho Trade' (Not A Chance Hormuz Opens), and Goldman Sachs is studying bypass pipelines that won't be ready until 2027-2028. Ben's core argument: you cannot solve this with military force. Iran is there. It's not going anywhere. Only a diplomatic deal will reopen the strait.
The Iran-US ceasefire broke down over disputed language in paragraph 5 of the MOU about who controls the Strait of Hormuz, reigniting open warfare.
The Iran-US ceasefire collapsed because Jared Kushner and Steve Witkoff drafted ambiguous MOU language that Iran used to claim control of the Strait of Hormuz. Paragraph 5 said Iran would make 'arrangements' for 'safe passage' — words that sound diplomatic but mean opposite things to each side.
Oil futures jumped roughly 10% after the resumption of fighting, and Wall Street traders coined the term 'Nacho Trade' — Not A Chance Hormuz Opens.
Wall Street traders coined 'Nacho Trade' — Not A Chance Hormuz Opens — as a trading strategy following the resumption of US-Iran fighting, reflecting pessimism about reopening the strait.
Most founders sharing their journey on X never go viral because they post into a vacuum. The fix is simple: attach your content to conversations that already have momentum, because human attention is finite and 100x easier to redirect than to create.
A single tweet hit nearly 500K impressions not by luck, but by design: a clean visual demo, authentic human reaction, and — most critically — a hook tied to the AI coding debate dominating the feed at the time. Trend-riding is a repeatable skill, not a fluke.
Human attention span is limited, and most content creators waste energy trying to manufacture it from scratch. The smarter move is to find where attention is already pooling and bring your ideas there — the math is 100x in your favour.
Audience-building isn't a shortcut — it's a 3-year content grind before the product even exists. The speaker reveals that his monetisation success was entirely downstream of years spent tweeting daily and creating content, not talent or luck.
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Sam built Algrow, a SaaS for finding viral content formats, with zero coding experience using ChatGPT and Cursor. Six months later: 10,000 users, $14K/month in revenue.
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Sam joined Discord voice chats, muted himself, and silently screen-shared his product. Users in the chat started tagging him asking what the tool was. No pitch needed — curiosity did the selling.
Most founders post links in Discord and immediately get banned for self-promotion. Sam's approach was the opposite: build rapport, help people with the tool, let word of mouth do the work.
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