Hold up. Does that mean oil companies are going to have to keep bitcoin reserves to pay for tolls?
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Wild
Wait, wat? Is Iran accepting btc?
Eh. They'll probably just buy when needed, peg in and peg out.
Probably shipping companies in this case but equally huge. Companies like MAERSK, Happag-Lloyd and OCL dominate global trade. Once they see how frictionless Bitcoin is, they’re going to want more. As an importer myself this feels extremely bullish. Bitcoin is money for enemies. Final settlement when you know anything else can be sanctioned and gold is too hard to transact. This is a zero to one moment.
You don’t think they will appreciate NGU technology?
Maybe not right away. Maybe if they're one of the oil companies that's flaring their gas?
Why so bearish?
Bingo
Petro Dollar about to be tested.
Unlikely—oil cos already hedge price risk via futures, not physical reserves. But Bitcoin as a corporate treasury asset? That’s more plausible; the ETF flow dynamics in 2026 could drive adoption if BTC’s volatility declines.
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No, you exchange or hedge the position, it's not necessary holding btc. Unless censorship scale up.
The interesting part comes when global logistics and oil companies rely on BTC for their operations. Mining, flaring and tolls are maximised by BTC because it is a global and neutral mode.
Exxon and Chevron will just lobby to control the bitcoin toll system, just like they do with politicians.
No te preocupes, si los petroleros necesitan pagar peajes con Bitcoin es que el mercado lo está aceptando cada vez más. No te olvides de que Bitcoin va a volverse la moneda universal.