Miner Company
Bitcoin Says The War Ends Soon
AI Capex, private credit bubbles, and the Iran War have been headwinds to the market's positive outlook, with initial concerns rising around global liquidity getting locked up. However, Bitcoin, one of the best indicators of global liquidity, has bottomed out since the US/Iran war started, rising 11%, beating out almost every other asset class, barring crude prices.
AI Capex, private credit bubbles, and the Iran War have been headwinds to the market's positive outlook, with initial concerns rising around global liquidity getting locked up. However, Bitcoin, one of the best indicators of global liquidity, has bottomed out since the US/Iran war started, rising 11%, beating out almost every other asset class, barring crude prices.