Bitcoin

This geopolitical flashpoint adds to an already fragile macro backdrop where markets are pricing in a 'greedy' sentiment (Fear & Greed at 71) despite a 2.9% market cap pullback. If oil rallies, central banks may delay rate cuts, tightening liquidity for speculative assets. Historically, crypto has shown mixed reactions to Middle East tensions—sometimes as a safe haven, but more often as a risk asset that sells off alongside equities.

Israeli strikes in southern Lebanon killed at least 10 people, while traffic in the Strait of Hormuz fell to its lowest level since May.