Bitcoin & crypto markets have looked resilient in the face of the Middle East conflict, outperforming Gold and equity indices.
"Maybe it takes a physical conflict to realise Bitcoin remains the most portable (cross border), digital and liquid asset w/no counter-party risks," Bernstein analyst Gautam Chhugani wrote in a note. Key Implications of the Statement: ➡️ Cross-Border Portability: Bitcoin can be transferred anywhere in the world, bypassing traditional banking restrictions that may arise during conflicts. ➡️Digital Nature: Being entirely digital, it is not susceptible to physical seizure, unlike gold or fiat currency. ➡️No Counter-party Risk: Because Bitcoin is decentralized, it does not rely on a central bank or government to guarantee its value or facilitate transactions. ➡️Liquidity: The asset can be readily exchanged, providing a financial safety net when local banking systems are compromised. Chhugani has previously pointed to rising tensions as a catalyst for investors to reconsider Bitcoin as a "safe haven" asset that operates outside of traditional financial infrastructure. Source: Bloomberg, HolgerZ
BREAKING: 20,000,000 BITCOIN HAS JUST BEEN OFFICIALLY MINED
ONLY 1,000,000 BITCOIN LEFT TO MINE FOR THE NEXT 114 YEARS 🤯 Source: Vivek
WILL $BITCOIN $BTC REPEAT THE EXACT SAME PATTERN FROM 2022 ?
If yes, current rebound could be a bull trap with the bottom still way lower than current level. Let see if history repeats Source: Leviathan @TechLeviathan on X
bitcoin 8% surge yesterday is the second biggest daily gain since March 2025...
Source: zerohedge. Bloomberg
BTC vs NDX gap still wide... room to mean revert if risk turns.
Source: TME, LSEG
AI + STABLECOINS ARE COMING FOR GLOBAL PAYMENTS
Markets are reacting for a reason (Source: Bull Theory). Visa (-4.6%), Mastercard (-5.7%), AmEx (-7.2%), and Capital One (-8.8%) fell as AI-driven payments and stablecoins threaten traditional card economics. While cards charge 2–3.5% fees and higher cross-border costs, stablecoins offer near-zero fees and instant settlement. With $33T in 2025 volume (+70% YoY) and projections up to $4T supply by 2030, capital is shifting. Even incumbents are integrating stablecoin rails. Source: Bull Theory
Commercials are extremely Net-Short Bitcoin.
Large Speculators are extremely Net-Long. Prior cases marked bottoming processes for Bitcoin $BTC Will it be the case this time? Source: Subu trade
ALERT: Search interest for “Bitcoin going to zero” is now higher than it was in 2022.
Source: Cointelegraph @Cointelegraph
