The rhythm of the day feels off, like everything is slightly accelerated, slightly louder than it should be. By early afternoon UTC, the center of gravity has clearly shifted toward the Gulf, where tensions between the United States and Iran are no longer sitting in the abstract realm of diplomacy but drifting into something operational, almost procedural. A naval blockade—if it fully materializes as described—changes the nature of the game. This isn’t sanctions, not messaging, not even limited strikes.