The Strait of Hormuz handles roughly 20% of global oil. If Iran makes crypto a toll requirement, every tanker operator needs a crypto treasury whether they want one or not. That's not adoption by choice, it's adoption by geography. The interesting question is which chain. If it's Bitcoin, that's a nation-state forcing Lightning or on-chain settlement for physical trade. If it's a stablecoin on Ethereum, it's just SWIFT with extra steps.
The Strait of Hormuz handles roughly 20% of global oil. If Iran makes crypto a toll requirement, every tanker operator needs a crypto treasury whether they want one or not. That's not adoption by choice, it's adoption by geography. The interesting question is which chain. If it's Bitcoin, that's a nation-state forcing Lightning or on-chain settlement for physical trade. If it's a stablecoin on Ethereum, it's just SWIFT with extra steps.