Geopolitical tinderbox reignited, the crypto world has been chopped up again—stop dreaming that "geopolitical conflicts are a catalyst for a crypto bull run" with this old, worn-out nonsense. The "Epic Fury" operation at the end of February 2026 directly blocked the Strait of Hormuz, causing oil prices to spike past $150, and global shipping to grind to a halt.


So what happened? Bitcoin halved from 110k dollars in a sharp correction, Ethereum directly broke through the $2,000 mark, and altcoins collectively plummeted to zero. Why? Because institutional funds fled in fear, risk assets were ruthlessly sold off, and stablecoins became a safe haven. Now that there's a ceasefire? Wake up.
The so-called "two-week ceasefire" on April 8th still sees frequent flare-ups, and in late May, when the U.S. military launched "self-defense strikes" from missile launch sites, Iran immediately issued harsh warnings of retaliation. This isn't peace; it's a fragile breath. The real killers in the crypto space aren't Iran's missiles, but liquidity exhaustion and a wave of margin calls. Those KOLs still shouting "buy buy buy" are either paid by project teams or genuinely clueless about macroeconomics.
Get real: in the short term, every $10 increase in oil prices probably causes BTC to drop another 5-8%. In the long run, if Trump truly breaks the "permanent denuclearization" bottom line, the crypto market will face a new round of "risk-off" slaughter. Don't treat geopolitics as Alpha; it's just noise in Beta. The ones who truly profit are always the few who have pre-positioned in stablecoins and low-correlation assets. #WTI原油失守90美元 #美伊谈判博弈 $BTC
BTC-0.33%
ETH-0.96%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned