Bitcoin

Geopolitical tensions have been a key driver of macro volatility, influencing inflation expectations and central bank policy. China's active mediation role in the Middle East could reshape global alliances and reduce the dollar's safe-haven premium over time, indirectly benefiting Bitcoin as a non-sovereign store of value. The coordination with Qatar, a major LNG exporter, also hints at energy supply stability, which is critical for global growth and crypto mining costs.

China and Qatar announced strengthening bilateral ties, with Beijing committing to increase coordination with Doha to help de-escalate regional tensions amid the ongoing war on Iran.