WS #11355

The data dump is dominated by noise: routine Polymarket sports/crypto bets, spam posts, and generic financial commentary. The only actionable signal is the ongoing Strait of Hormuz de-escalation, which is now entering a new phase with France deploying minehunters and the UK backing Oman on maritime security. This counters the earlier bearish oil thesis. Additionally, the US power grid emergency curbs signal near-term energy infrastructure stress. All other themes (Ukraine, CrowdStrike, Taylor Swift wedding) are either stale or non-market-moving. The narrative arc is DE-ESCALATING for the Strait of Hormuz crisis, with no new escalation in Ukraine or other geopolitical flashpoints.