WS #6869

The dominant signal in this window is the escalating Strait of Hormuz crisis, with multiple corroborating sources reporting Iran's move to take sovereign control of undersea internet cables (carrying 15-20% of global internet/financial traffic), HMS Dragon deploying for a potential defensive mission, and an LNG tanker exiting the Persian Gulf as shipping stands still. This is a significant escalation from the previous stable ceasefire narrative. The Guardian analysis notes neither US nor Iran can sustain the standoff indefinitely, and oil inventories are being burned at record speed. Counter-signals include the UK/France championing a defensive shipping mission and Lebanon rejecting involvement, but these do not offset the immediate supply disruption risk. Separately, Trump Media reported a $405.9M loss on $871K revenue, a high-significance negative for DJT. The hantavirus cruise ship story is noise despite BBC coverage. No MAG7 contradicting signals emerged.