About this episode

The episode discusses Bitcoin's stable performance amidst escalating Middle East tensions and its implications for the market.

Operation Epic Fury. A coordinated US-Israel strike on Iran's leadership. Ballistic missiles across the Gulf. And Bitcoin barely moved. David Sencil and Graham Stone break down why BTC's muted reaction could signal its first true decoupling from risk assets, how TradFi traders are using Hyperliquid to price gold and oil ahead of Monday's open, what a Strait of Hormuz shutdown means for inflation and the Fed, and whether Arthur Hayes's wartime money-printing thesis ultimately makes Bitcoin the trade of the conflict. Plus: Iran mines up to 5% of global Bitcoin hash rate — what happens if that supply disappears? From The Weekly by Bitcoin.com News.00:00 - Introduction to Bitcoin's Market Behavior00:30 - Episode Introduction 01:10 - Middle East Conflict Overview 02:59 - Bitcoin's Market Reaction 04:11 - 24/7 Crypto Markets Impact 05:59 - Hyper Liquid and Price Discovery 07:17 - Strait of Hormuz and Oil Prices 09:25 - Bitcoin as a Market Indicator 11:18 - Market Predictions for Monday 13:03 - Historical Market Reactions 14:30 - Inflation and Oil Prices 15:58 - Iran's Bitcoin Connection 17:35 - Crypto Market Stability 19:13 - Conclusion and Monitoring

People in this episode

Hosts: David Sencil, Graham Stone

Topics covered

• Middle East conflict
• Bitcoin market reaction
• inflation
• oil prices
• crypto market stability

Keywords

• Bitcoin
• Middle East
• inflation
• oil prices
• crypto market
• Hyperliquid
• Strait of Hormuz

Mentioned in this episode

Organizations: US-Israel, Bitcoin, Hyperliquid, Fed

Places: Iran, Gulf, Strait of Hormuz

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