
Past oil-war shocks lifted inflation and hurt risk appetite, which raises the risk of Bitcoin falling below $50,000 in 2026.
Bitcoin (BTC) has been among the best-performing assets amid the US–Iran war, but signs of upside exhaustion are emerging due to an “out-of-control” bond market.
Key takeaways:
US benchmark yields may rise by 200 basis points if the US–Iran war drags on further.
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