risk-assets

2 poststagged with “risk-assets”

MacroApr 3, 2026

Trump's Iran War Is Crushing Bitcoin — But History Says Wars Are Buying Opportunities

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.

6 min read·iran, war, bitcoin

MacroApr 1, 2026

Gold at $3,200 and Bitcoin at $69K: Why the Divergence Matters

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.

8 min read·gold, bitcoin, safe-haven