2026-04-10 14:00 UTC | BLOCK 944472 BITCOIN $72,348 | GOLD $4,748 1. Bessent urges Congress to pass digital asset law -- Treasury Secretary publicly lobbied for federal framework as CLARITY Act stalls in Senate; SEC roundtable set April 16. -- Strongest executive-branch push yet for regulatory clarity with BTC $72,348 and institutional pipeline (Schwab $12T, DOL 401(k) $7.7T) awaiting framework. 2. $70B fled emerging markets in March, worst since pandemic -- Reuters: largest monthly EM outflow since 2020 as war contagion, $99 oil, and dollar strength drain sovereign reserves. -- India hemorrhaged $11.4B in one week; war's financial damage now measurable at sovereign scale alongside fifteen-firm credit default chain. 3. BlackRock prices permanent energy disruption in April note -- Deploys commercial tanker-tracking databases monitoring Hormuz shadow voyages; stays underweight stocks and bonds simultaneously. -- Largest asset manager treating war damage as structural beyond any ceasefire; Hormuz at under 10 vessels/day versus 150 pre-war normal. 4. Research debunks quantum threat to Bitcoin -- New paper finds quantum mining attack would require energy output of a star; separate study replicated every major quantum factoring claim on a 1981 home computer. -- Dismantles persistent narrative as BTC network at block 944472 with exchange reserves at six-year low of 2.31M.

2026-04-10 13:00 UTC | BLOCK 944467 BITCOIN $72,274 | GOLD $4,744 1. Hormuz at <10 vessels despite 48-hour truce -- AIS tracking confirms fewer than 10 ships transited in 24 hours; 150/day was pre-war normal. -- Ceasefire resolved at 100% on Polymarket but strait functionally closed; $22 oil crash priced a reopening that hasn't occurred at $99.03. 2. Israel reverses, seeks Lebanon peace talks -- Reuters: Tel Aviv pursuing negotiations with Beirut days after explicitly excluding Lebanon from ceasefire framework. -- War's bloodiest front shifting toward diplomacy; permanent deal still priced at just 35% with verbal truce expiring April 22. 3. Islamabad talks underway, 12 days on clock -- Pakistan-mediated negotiations convene as Trump ending operations holds at 42%; no written ceasefire document per CNN. -- Both sides fired through verbal truce within hours of signing; oil rebounded $7 from post-truce lows, erasing half the relief at BTC $72,274.

2026-04-10 12:00 UTC | BLOCK 944461 BITCOIN $72,143 | GOLD $4,738 1. Global equities post best week in three years -- Asian and European markets surging on ceasefire momentum; Dow turned positive for 2026 after $7T Q1 wipeout per Reuters. -- Relief fragile with Hormuz at 4% capacity, no written deal per CNN, permanent peace priced at just 35% at BTC $72,143. 2. Jobless claims stable, Fed room to hold -- Reuters: weekly claims rose moderately with no labor deterioration despite five-week war and $99 oil. -- Contradicts same-week Fed minutes revealing internal openness to hikes; moderates 60% hike-odds narrative at BTC $72,143. 3. Ceasefire euphoria meets structural damage -- Fifteen-firm credit default chain Goldman-to-Blue Owl persists; BlackRock April note prices permanent energy disruption via tanker-tracking data. -- Oil rebounded $7 from post-truce lows; war's fiscal, credit, and inflation damage does not unwind on a verbal handshake at gold $4,738.

2026-04-10 09:00 UTC | BLOCK 944446 BITCOIN $71,607 | GOLD $4,714 1. Hot CPI kills ceasefire rate relief -- First wartime print captured $100+ oil and 15% tariffs; same-week Fed minutes revealed openness to hikes. -- Rate-cut repricing from truce euphoria contradicted by Fed's own deliberations; no monetary tailwind for BTC $71,607. 2. Fifteen-firm credit crisis outlasts the war -- Moody's downgraded US credit funds negative; Goldman-to-Blue Owl default chain persists with active borrower failures beyond any ceasefire. -- $200B Pentagon supplemental, fractured repo market, and zero 2026 rate cuts unchanged by verbal truce at 4.5% yields. 3. BlackRock prices permanent energy disruption -- April note deploys commercial tanker-tracking databases monitoring Hormuz shadow voyages; stays underweight stocks and bonds simultaneously. -- Largest asset manager treating war damage as structural beyond ceasefire; oil back at $99.03, erasing $22 truce crash. 4. Kalshi captures 89% of US prediction markets -- Regulated platform dominates as legal battle between federal regulators and states determines whether event contracts survive. -- Polymarket self-censored war contracts under pressure; open information tools face existential regulatory threat during active conflict. 5. Islamabad talks convene, 12 days on truce clock -- Pakistan-mediated negotiations begin today; permanent deal priced at just 35% despite verbal ceasefire resolving at 100%. -- No written document per CNN; Hormuz at 4% capacity with Iranian inspection at Larak Island. BTC $71,607 pricing resolution that remains unverified.

2026-04-10 06:00 UTC | BLOCK 944430 BITCOIN $72,143 | GOLD $4,740 1. $70B fled emerging markets in March, worst since pandemic -- Foreign investors pulled $70.3B from EM in largest monthly outflow since 2020 per Reuters. -- War contagion now measurable at sovereign scale; India already hemorrhaged $11.4B in one week defending rupee at oil $99.03. 2. Israel reverses, seeks Lebanon peace talks -- Reuters: Tel Aviv pursuing negotiations with Beirut days after explicitly excluding Lebanon from ceasefire framework. -- Shifts war's bloodiest front toward diplomacy; permanent deal still just 35% on Polymarket with verbal truce expiring April 22. 3. Islamabad talks today, 12 days on truce clock -- Pakistan-mediated negotiations convene Friday; Trump ending operations by June 30 at 44%, year-end resolution at 82%. -- Hormuz at 4% capacity with Iranian inspection at Larak Island; oil rebounded $7 from post-truce lows, pricing reopening that hasn't occurred. 4. Bessent urges Congress to pass digital asset law -- Treasury Secretary publicly pushed for federal framework as CLARITY Act stalls in Senate markup; SEC roundtable set April 16. -- Institutional pipeline building (Morgan Stanley ETF live, Schwab $12T launch imminent, DOL 401(k) open) against BTC exchange reserves at six-year low of 2.31M.

2026-04-10 03:00 UTC | BLOCK 944416 BITCOIN $71,970 | GOLD $4,724 1. Hormuz at 4% capacity, ceasefire hollow -- Six ships transited Thursday versus 150 pre-war; all diverted to Larak Island for Iranian inspection. -- Oil rebounded to $99.03 from $92 post-truce lows; $22 ceasefire crash priced a reopening that hasn't occurred at BTC $71,970. 2. IDF: Iran new leadership more extreme than predecessor -- Closed Knesset briefing assessed Mojtaba Khamenei's circle as harder-line than the regime it replaced. -- Undermines ceasefire durability with permanent deal priced at just 35% on Polymarket; truce expires April 22. 3. Islamabad talks today, 12 days on truce clock -- Pakistan-mediated negotiations set for Friday; Trump ending operations by June 30 at 45%, year-end resolution 82%. -- No written ceasefire document per CNN; both sides fired through verbal truce within hours of signing at oil $99.03. 4. Research debunks quantum threat to Bitcoin -- New paper finds quantum mining attack would require energy output of a star; separate study replicated every major quantum factoring claim on a 1981 home computer. -- Dismantles persistent FUD narrative as Bitcoin network at block 944416 with exchange reserves at six-year low of 2.31M BTC.

2026-04-10 00:00 UTC | BLOCK 944405 BITCOIN $71,790 | GOLD $4,737 1. Hot March CPI kills ceasefire rate relief -- First wartime print captured $100+ oil and 15% tariffs; same-week Fed minutes revealed internal openness to hiking. -- Rate-cut odds tripled to 43% on truce euphoria but Fed's own deliberations contradict repricing; BTC $71,790 gets no monetary tailwind. 2. Permanent deal priced at just 35% despite truce -- Verbal ceasefire has no written document per CNN; Iran inspecting all Hormuz traffic at Larak Island, only two tankers transited. -- Oil rebounded $9 from $92 post-truce lows to $97.53; $22 crash priced a reopening that hasn't occurred at BTC $71,790. 3. Morgan Stanley bitcoin ETF goes live at 14bps -- Undercuts BlackRock IBIT by 11bps; backed by $7T wealth management distribution channel. -- Largest competitive institutional on-ramp since ETF approvals; exchange reserves at six-year low of 2.31M BTC against expanding access pipeline. 4. BlackRock prices permanent energy disruption -- April note deploys commercial tanker-tracking databases monitoring Hormuz shadow voyages; stays underweight stocks and bonds simultaneously. -- Largest asset manager treating war damage as structural beyond any ceasefire; ceasefire does not unwind fifteen-firm credit default chain at gold $4,737.

2026-04-09 21:00 UTC | BLOCK 944384 BITCOIN $72,430 | GOLD $4,742 1. Oil reclaims $101, ceasefire relief evaporating -- WTI rebounded $9 from $92 post-truce lows as violations mount and Hormuz remains under Iranian inspection at Larak Island. -- $22 crash priced reopening that hasn't occurred; permanent deal just 35% on Polymarket at BTC $72,430. 2. Trump demands NATO Hormuz commitments within days -- Reuters: Rutte told allies Washington expects framework pledges imminently; allies frustrated at zero consultation during five-week war. -- Reshapes post-war maritime order as Iran controls strait transit screening; oil $101.28 reflects unresolved chokepoint status. 3. Russia submarines probe UK undersea cables -- Defence Secretary confirmed Akula-class and two GUGI deep-sea vessels operating near critical infrastructure north of Britain. -- Covert front opens alongside Iran war; two conflicts remain operationally fused via intelligence, drones, and energy strikes. 4. OpenAI halts Stargate UK data centre project -- FT: flagship British AI infrastructure buildout suspended amid shifting priorities and geopolitical uncertainty. -- Signals cracks in $3T global AI buildout thesis competing for capital against $200B Pentagon war supplemental at 4.36% yields. 5. Senate forces War Powers vote on Iran next week -- Democrats advancing resolution requiring congressional approval for further strikes under War Powers Act. -- First formal legislative check on the campaign; verbal-only truce expires April 22 with Islamabad talks Friday.

2026-04-09 20:00 UTC | BLOCK 944381 BITCOIN $72,119 | GOLD $4,745 1. Israel excludes Lebanon from ceasefire terms -- Axios: separate Hezbollah talks to proceed independently; IDF operations continue on war's bloodiest front. -- Fractures verbal-only truce architecture with no written document; permanent deal priced at just 35% on Polymarket at BTC $72,119. 2. US banks report war-era profits amid credit crisis -- Reuters: large banks set to post higher quarterly earnings on elevated interest income and deal fees. -- Fifteen-firm default chain Goldman-to-Blue Owl persists alongside bank windfalls; war enriched lenders while destabilizing borrowers at oil $101.28. 3. War contagion enters US short-term credit markets -- Reuters: Middle East conflict now rippling into domestic funding channels beyond private credit. -- Compounds fractured repo market ($26B emergency draws) and failed March Treasury auction series; zero 2026 rate cuts confirmed by Fed hike minutes. 4. Hormuz under Iranian inspection despite ceasefire -- All transiting ships diverting to Larak Island for screening; only two tankers passed Wednesday versus 150 normal. -- Oil reclaimed $101 erasing $22 ceasefire crash; Trump endorsed Iran as Hormuz "toll booth keeper," rewriting post-war maritime order.

2026-04-09 19:00 UTC | BLOCK 944373 BITCOIN $71,897 | GOLD $4,747 1. Hot CPI meets Fed hike minutes, rate relief illusory -- March print captured $100+ oil and tariffs; same week FOMC minutes revealed internal openness to hiking. -- Rate-cut odds tripled to 43% on ceasefire euphoria, but Fed's own deliberations contradict the repricing at BTC $71,897. 2. CBS: Iran strike killed six US troops, facts misrepresented -- Survivors say Kuwait base hit was direct, defenses insufficient, and premature "all clear" sent personnel back before impact. -- First confirmed US combat fatalities from Iranian strike; political cost of war escalates as verbal-only ceasefire frays at oil $101.28. 3. Permanent deal priced at just 35%, truce expires April 22 -- Polymarket: war-end by year-end 82%, but lasting agreement before 2027 only 35%; Islamabad talks Friday. -- No written document per CNN; Iran inspecting all Hormuz traffic at Larak Island. $22 oil crash priced reopening that hasn't occurred. 4. Appeals court upholds Pentagon blacklisting of Anthropic -- Federal court declined to block DoD national security designation against American AI company. -- Sets precedent allowing government to weaponize procurement labels against domestic firms refusing military terms; landmark AI governance ruling.

2026-04-09 18:00 UTC | BLOCK 944368 BITCOIN $72,360 | GOLD $4,771 1. Trump demands NATO Hormuz commitments within days -- Reuters via diplomats: Rutte told allies Washington expects framework pledges imminently; allies frustrated at no consultation before or during war. -- Reshapes post-war maritime order as Iran inspects all Hormuz traffic at Larak Island; oil reclaimed $101.28 erasing ceasefire relief. 2. Russian shadow fleet escorted through English Channel -- UK MoD confirmed tracking two Russian vessels alongside Admiral Grigorovich frigate; Akula-class sub and two GUGI deep-sea craft already probing undersea cables. -- Covert provocations escalating as two wars remain operationally fused; Russia-Ukraine ceasefire at 30%, UK deploying Royal Navy monitors. 3. Ceasefire relief trade collapsing in real time -- Reuters: global equities sagging Thursday as truce cracks widen; verbal-only deal with no written document fraying within 48 hours of signing. -- Permanent peace deal priced at just 35% on Polymarket; fifteen-firm credit contagion Goldman-to-Blue Owl persists regardless of truce at BTC $72,360.

2026-04-09 17:00 UTC | BLOCK 944363 BITCOIN $72,098 | GOLD $4,761 1. Oil reclaims $101, ceasefire relief evaporates -- WTI surged $4 from post-truce lows as violations mount and Hormuz remains under Iranian inspection at Larak Island. -- $22 crash priced reopening that hasn't occurred; no written ceasefire document per CNN. BTC $72,098 pricing fragile optimism. 2. Israel excludes Lebanon from ceasefire framework -- Axios citing Israeli official: separate negotiations on Hezbollah disarmament will commence independently. -- Fractures the truce architecture as IDF operations continue on the bloodiest front; permanent deal priced at just 35% on Polymarket. 3. War-end today at coin-flip, Islamabad talks Friday -- Polymarket prices 53% odds military action ends April 9; Pakistan-mediated negotiations set for Friday with verbal truce expiring April 22. -- Fifteen-firm credit contagion, fractured repo market, and $200B Pentagon supplemental all persist regardless of outcome at BTC $72,098. 4. Russia submarines probing UK undersea cables -- Defence Secretary confirmed Akula-class and two GUGI deep-sea research vessels operating near critical infrastructure north of Britain. -- Covert front opens alongside Iran war; Royal Navy monitoring as two wars remain operationally fused via drones, intelligence, and energy strikes.

2026-04-09 16:00 UTC | BLOCK 944354 BITCOIN $72,150 | GOLD $4,764 1. Permanent peace deal priced at just 35% -- Polymarket: war-end by year-end at 82%, but lasting deal before 2027 only 35%; Islamabad talks Friday, truce expires April 22. -- Two-week verbal ceasefire with no written document is a pause, not a resolution; BTC $72,150 pricing optimism odds don't fully support. 2. BTC reclaims $72K as Morgan Stanley ETF goes live -- 0.14% fee undercuts BlackRock by 11bps, backed by $7T distribution; Schwab $12T trading launch imminent, DOL opened $7.7T in 401(k) access. -- Institutional pipeline converging against exchange reserves at six-year low of 2.31M BTC; structural demand architecture expanding at $72,150. 3. Fed hike minutes collide with ceasefire rate-cut hopes -- March FOMC minutes revealed internal openness to hiking; hot CPI same week captured $100+ oil and 15% tariffs. -- 43% rate-cut repricing from ceasefire relief faces direct contradiction from the Fed's own deliberations; no monetary relief confirmed at $72,150. 4. Fifteen-firm credit contagion outlasts the war -- Moody's downgraded US credit funds negative; Goldman-to-Blue Owl default chain, fractured repo market, $200B Pentagon supplemental all persist beyond any truce. -- War ending does not unwind structural financial damage; Reuters confirms contagion now rippling into US short-term credit markets.

2026-04-09 15:00 UTC | BLOCK 944347 BITCOIN $71,128 | GOLD $4,740 1. Hormuz still under Iranian inspection despite ceasefire -- Nostr vessel tracking shows all transiting ships deviating to Larak Island for Iranian screening; normal traffic nowhere near restored. -- $22 oil crash priced reopening that hasn't occurred; Trump endorsed Iran as "toll booth keeper" at $97.62, rewriting post-war maritime order. 2. OpenAI halts Stargate UK data centre project -- FT: flagship British AI infrastructure buildout suspended amid shifting priorities and geopolitical uncertainty. -- Signals cracks in the $3T global AI buildout thesis competing for capital against $200B Pentagon war supplemental at 4.36% yields. 3. Ceasefire rally meets Fed hawkish reality -- Rate-cut odds tripled to 43% on truce; Fed minutes released same day revealed internal openness to hiking on war-driven inflation. -- Markets pricing relief while fifteen-firm credit chain Goldman-to-Blue Owl persists with active defaults; structural damage outlasts any verbal handshake at BTC $71,128. 4. Senate forcing War Powers vote on Iran next week -- Democrats advancing resolution requiring congressional approval for further strikes under War Powers Act. -- First formal legislative challenge to the five-week campaign; Trump ending ops at 40%, Islamabad talks Friday with ceasefire expiring April 22.

2026-04-09 14:00 UTC | BLOCK 944341 BITCOIN $70,815 | GOLD $4,742 1. War-end today at coin-flip, Islamabad talks Friday -- Polymarket prices 49% odds military action ends April 9; Pakistan-mediated negotiations set for Friday with ceasefire expiring April 22. -- No written document per CNN; both sides firing through verbal truce. BTC $70,815 pricing resolution that remains structurally unverified. 2. Hot CPI erodes ceasefire rate-cut repricing -- First wartime inflation print captured $100+ oil and 15% tariffs; BTC eased from $71,274 to $70,815 as hike risk resurfaces. -- Fed minutes same week revealed internal openness to hikes; 43% rate-cut repricing from ceasefire rally now under pressure at oil $97.62. 3. Dubai targets $50B in locally held Iranian assets -- Reuters: emirate weighing seizure of Iranian wealth, risking its status as neutral financial hub during fragile truce. -- Threatens ceasefire stability by escalating economic warfare alongside military violations; gold $4,742 reflects unresolved uncertainty. 4. Fifteen-firm credit crisis outlasts any ceasefire -- Moody's downgraded US credit funds to negative, joining Goldman-to-Blue Owl default chain spanning entire financial system. -- $200B Pentagon war supplemental, fractured repo market, and zero 2026 rate cuts persist regardless of truce at BTC $70,815.

2026-04-09 13:00 UTC | BLOCK 944338 BITCOIN $71,274 | GOLD $4,721 1. March CPI prints, first wartime inflation read -- Reuters poll forecast 0.9% monthly, hottest in years, capturing $100+ oil and 15% tariffs. -- Defines whether 43% rate-cut repricing survives or dies; Fed minutes same week revealed internal openness to hikes at BTC $71,274. 2. Iran strike killed six US troops, officials misrepresented facts -- CBS: survivors say Kuwait base hit was direct, defenses insufficient, and an "all clear" sent personnel back before impact. -- First confirmed US combat fatalities from Iranian strike; political cost of war escalates sharply as verbal-only ceasefire frays at oil $97.21. 3. Russia submarines probing UK critical infrastructure -- UK Defence Secretary confirmed Akula-class and two GUGI deep-sea research subs operating near undersea cables north of Britain. -- Opens covert front alongside Iran war; two GUGI vessels remain in place under Royal Navy monitoring as global instability compounds. 4. Ceasefire has no written document, both sides firing -- CNN confirmed deal rests on verbal terms; Iran declared three clauses violated, struck five Gulf states; only two tankers transited Hormuz. -- Markets priced $22 oil crash on a handshake; Trump warned today forces positioned for "bigger" action if Islamabad talks fail.

2026-04-09 12:00 UTC | BLOCK 944336 BITCOIN $71,162 | GOLD $4,732 1. Ceasefire rally reverses as truce cracks widen -- Reuters: global equities sagging Thursday as oil nudges back toward $100 on mounting violation evidence. -- No written deal per CNN; oil rebounded $5 from $92 lows, eroding the relief trade that lifted BTC to $71,162. 2. March CPI prints in 30 minutes, binary event -- Reuters poll forecasts 0.9% monthly, hottest in years, capturing $100+ oil and 15% tariffs. -- Hot number kills 43% rate-cut repricing instantly; Fed minutes same week revealed internal openness to hikes at BTC $71,162. 3. BlackRock prices war damage as permanent in April note -- Deploys commercial tanker-tracking databases monitoring Hormuz shadow voyages; stays underweight stocks and bonds simultaneously. -- Ceasefire does not unwind structural energy disruption; fifteen-firm credit default chain Goldman-to-Blue Owl persists at gold $4,732. 4. Appeals court upholds Pentagon blacklisting of Anthropic -- Federal court declined to block DoD national security designation against American AI company. -- Sets precedent allowing government to weaponize procurement labels against domestic firms refusing military terms.

2026-04-09 09:00 UTC | BLOCK 944316 BITCOIN $71,264 | GOLD $4,705 1. Rate-cut odds triple to 43% on ceasefire -- Energy-inflation premium unwinding after $22 oil crash repriced Fed expectations from 14% to 43% chance of 2026 cuts. -- Sharpest dovish shift in weeks; contradicts Fed minutes released same day revealing internal hike discussions at BTC $71,264. 2. Oil rebounds $5 from ceasefire lows, relief fading -- WTI climbed from $92.44 to $97.53 as Iran declared three ceasefire clauses violated and only two tankers transited Hormuz. -- No written document per CNN; $22 crash priced resolution that remains structurally unverified with 23 B-52s still staged. 3. March CPI imminent, hottest monthly print in years -- Reuters poll forecasts 0.9% monthly capturing $100+ oil and 15% tariff passthrough; due 8:30 AM ET. -- Hot number kills the 43% rate-cut repricing instantly; cool number validates ceasefire as macro turning point at BTC $71,264. 4. Senate Democrats force War Powers vote on Iran -- Resolution next week would require congressional approval to continue strikes under War Powers Act. -- First formal legislative challenge to the five-week campaign; arrives as verbal-only ceasefire fractures within hours of signing.

2026-04-09 06:00 UTC | BLOCK 944296 BITCOIN $70,998 | GOLD $4,691 1. March CPI due in hours, 0.9% monthly forecast -- First wartime inflation print capturing $100+ oil and 15% tariffs; Fed minutes revealed internal hike discussions. -- Hot number cements zero 2026 rate cuts; defines whether rate freeze extends through 2027 at BTC $70,998. 2. Morgan Stanley bitcoin ETF launches today -- 0.14% fee undercuts BlackRock IBIT by 11bps; backed by $7T wealth management distribution channel. -- Largest competitive institutional on-ramp since ETF approvals; exchange reserves at six-year low of 2.31M BTC. 3. Verbal ceasefire fraying, Hormuz functionally closed -- No written document per CNN; Iran declared three clauses violated, struck five Gulf states post-signing; only two tankers transited Hormuz. -- Markets priced $22 oil crash on a handshake; Schwab warns "things aren't back to normal" at oil $92.44. 4. War contagion enters US short-term credit markets -- Reuters: Middle East conflict now rippling into domestic funding channels beyond private credit. -- Fifteen-firm default chain Goldman-to-Blue Owl, fractured repo market, and $200B Pentagon supplemental all persist regardless of ceasefire.

2026-04-09 03:00 UTC | BLOCK 944282 BITCOIN $71,054 | GOLD $4,698 1. March CPI today, hottest monthly print in years expected -- Reuters poll forecasts 0.9% monthly capturing $100+ oil and tariff passthrough; Fed minutes revealed openness to hikes. -- Would cement zero 2026 rate cuts at BTC $71,054; first wartime inflation read defines whether rate freeze extends through 2027. 2. Verbal ceasefire fraying, oil edges back up -- No written document per CNN; Iran declared three clauses violated and struck five Gulf states post-signing; only two tankers transited Hormuz. -- Asian markets turning cautious per Reuters; $22 oil crash from $115 to $92.44 priced resolution that remains structurally unverified. 3. War contagion hits US short-term credit markets -- Reuters reports Middle East conflict now rippling into domestic funding channels, amplifying liquidity risks beyond private credit. -- Fifteen-firm default chain from Goldman to Blue Owl, fractured repo market, and $200B Pentagon supplemental all persist regardless of ceasefire. 4. BlackRock treats war damage as permanent in April note -- Deploys commercial tanker-tracking databases monitoring Hormuz shadow voyages; stays underweight stocks and bonds simultaneously. -- Largest asset manager pricing structural energy disruption beyond any truce; Reuters Breakingviews confirms Iran war will leave "lasting scars."