6 poststagged with “geopolitics”
Iran is demanding Bitcoin payment from oil tankers transiting the Strait of Hormuz. The world's most critical energy chokepoint is now a live proof-of-concept for censorship-resistant money.
Bitcoin has lost 45% since its October high, with the Iran war accelerating the selloff. But every major armed conflict since Bitcoin's inception has produced a generational buying window - usually within 60 days of the first shots.
Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is - and isn't - in a crisis.
Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.
Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?
Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.