#USIranStandoff 🧠 Thoughts on the U.S.–Iran Standoff

Seeing a lot of talk today about rising U.S.–Iran tensions, so wanted to share a quick perspective.

Whenever geopolitics heats up, markets don’t panic immediately — they first try to understand what actually changes.

Right now, the main concern isn’t headlines.

It’s energy.

If tensions escalate:

→ Oil gets volatile

→ Inflation pressure increases

→ Rate cut expectations get pushed back

→ Risk assets feel it

So even though this looks “far away” from crypto, it eventually feeds into Bitcoin and the broader market through policy and liquidity.

So far, reactions have been pretty calm.

That usually means markets see this as a risk to watch, not a crisis.

But if energy prices start running, sentiment can shift fast.

Personally, I’m watching:

• Oil

• USD strength

• Bond yields