Iran's $7B Impact, Morgan Stanley's $10T Shift, and the 35% Banana Cycle Correction

The Great Decoupling: What Makes 2026 Unique As we step into the second quarter of 2026, analysts are calling it **"The Great Decoupling."** For the first time, digital assets are moving away from the usual speculative hype and are grounding themselves in global trade and institutional banking. I just read a detailed report about how countries are starting to use BTC for direct toll payments and settlements. Iran is looking at a potential $7 billion effect from this. This matches up (and is a bit scary) with Morgan Stanley's new forecasts for the latter half of 2026. What do you think this means for global supply? Is this the unfolding of