#USIranStandoff Geopolitical risk is creeping back into market narratives as U.S.–Iran tensions resurface.

While there’s no immediate escalation, markets are watching closely — not for headlines, but for second-order effects.

Why this matters 👇

• Middle East tension raises energy supply risk

• Energy shocks feed directly into inflation expectations

• Inflation expectations influence central bank policy

• Policy expectations drive liquidity and risk assets

This is why geopolitical events often matter indirectly to markets like Bitcoin.

📌 Markets don’t price conflict — they price how conflict changes inflation, rates, and liquidity.

So far, reactions remain measured:

• Oil volatility elevated but controlled

• Risk assets holding key levels

• No broad “risk-off” move yet

That tells us markets currently view this as a headline risk, not a structural one.