Today, Ran breaks down why this moment could be the ultimate test for Bitcoin as global markets face rising geopolitical tension and macro uncertainty. If the Bitcoin price continues outperforming while equities and other risk assets struggle, it strengthens the case that it is evolving into a true global macro asset rather than just a speculative tech trade. That shift could fundamentally change how institutions treat Bitcoin during times of crisis. But if this move begins, it could also become the most hated Bitcoin rally, with many investors still skeptical and underexposed.
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⏱ 𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
00:00 Bitcoin Decouples Amid Global Conflicts
01:32 Why Crypto Needed This Geopolitical Catalyst
03:49 Strait of Hormuz Crisis and Oil Impact
05:21 Iran-US Escalation and Market Meltdown
07:00 The AI Supply Chain Collapse Warning
09:54 Bitcoin Price Outperforming Gold, Stocks, and Silver
13:22 Trump’s Intervention and The Clarity Act Update
16:44 How Bitcoin Becomes The Ultimate Store of Value
20:05 Altcoin Watch: TIA and ICP Analysis
🎬 𝗪𝗮𝘁𝗰𝗵 𝗠𝗼𝗿𝗲 𝗖𝗿𝘆𝗽𝘁𝗼 𝗩𝗶𝗱𝗲𝗼𝘀: https://www.youtube.com/live/xZk1K2_vDjw?list=PLmOv2_vzOoGd_je37xsSrQD4WVpum0UDa&index=2