When the war just begins, the gold logic may work; but once the conflict affects the Strait of Hormuz, oil prices, and global inflation, what the market is trading is no longer “safe-haven,” but liquidity contraction.


Oil prices rising means inflation pressure is back.
Inflation returning means the Federal Reserve will find it even harder to ease.
Easing delayed means valuations of risk assets remain under pressure.
So what BTC is truly facing now isn’t whether it has safe-haven attributes, but when the market is short of liquidity, who will be sold first.
The answer is usually: the asset with the best liquidity, 24/7 trading, and the highest leverage—namely BTC.

#GateDEX全面接入RobinhoodChain
GLDX0.02%
PAXG0.60%
BTC-1.96%
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chichipipi
· 07-18 05:05
2026: May great achievements be on the horizon. May the Year of the Rabbit bring good fortune and success. May peace, joy, and happiness be with you. May everything go as you wish. May your heart’s desires come true.
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招财锦宝
· 07-18 05:04
May 2026 bring great achievements; may the “Rabbit and Abundant Wealth” bring you prosperity; may peace, joy, and well-being stay with you; may everything go as you wish; may all your dreams come true.
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