# Iran, Oil and the Next Financial Crisis | Luke Gromen Page: https://stenobird.com/podcast/what-bitcoin-did-255500/iran-oil-and-the-next-financial-crisis-luke-gromen Text version: https://stenobird.com/podcast/what-bitcoin-did-255500/iran-oil-and-the-next-financial-crisis-luke-gromen.md Podcast: [What Bitcoin Did](https://stenobird.com/podcast/what-bitcoin-did-255500) Published: 2026-03-10T18:00:25+00:00 Episode link: https://feeds.fountain.fm/UZSKQcrOnhqYS1JopxGg/items/Jq7UitHKXvzEXmFVs6tb/files/AUDIO---DEFAULT---1fd63918-f728-4501-8da6-afb85dfb4e11.mp3 Audio file: https://feeds.fountain.fm/UZSKQcrOnhqYS1JopxGg/items/Jq7UitHKXvzEXmFVs6tb/files/AUDIO---DEFAULT---1fd63918-f728-4501-8da6-afb85dfb4e11.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/what-bitcoin-did-255500/episodes/iran-oil-and-the-next-financial-crisis-luke-gromen Duration seconds: 4010 ## Resource "Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait." Luke Gromen is a macroeconomic analyst, investor and founder of FFTT. In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets, Bitcoin and the future of the dollar system. We also get into why Bitcoin held up better than expected during the conflict, why Luke still thinks risk assets face serious danger ahead, and how AI could trigger a major credit event faster than almost anyone expects. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CLUB ORANGE FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Luke Gromen: https://x.com/LukeGromen ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/what-bitcoin-did-255500/episodes/iran-oil-and-the-next-financial-crisis-luke-gromen/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/what-bitcoin-did-255500/iran-oil-and-the-next-financial-crisis-luke-gromen.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.