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Quick summary of 2-week war capital flows:
Crypto / BTC: Heavy selling early (ETF outflows ~$3.8 billion) → March reversed with strong inflows.
👉 Net: ~-$3 to -$4 billion but clear recovery.
Gold: Rose early then fell due to strong USD & high rates → ETF capital withdrawals.
👉 Outflows: hundreds of millions → billions USD.
US Equities (S&P 500, Nasdaq): Down ~3–6%, funds heavily withdrawn.
👉 Outflows: tens of billions USD.
Vietnam Equities (VN-Index): Down ~10%, foreign investors net sellers.
👉 Outflows: hundreds of millions → billions USD.
Conclusion:
Risk assets sold early but BTC recovered quickly thanks to ETF inflows.
Gold & stocks faced greater pressure from strong USD and rate concerns.
Vietnam indirectly affected by foreign capital flows.
👉 Markets remain volatile, need to monitor Iran news & Fed developments.