Escalating geopolitical tensions in 2026 have intensified global market volatility. Since February, U.S.-Israel strikes on Iran and retaliation have raised fears of a wider Middle East conflict involving regional proxies and attacks on energy infrastructure. The crisis has heightened concerns around the Strait of Hormuz, a route that carries roughly one-fifth of global oil shipments, making energy supply disruptions a key risk. Oil prices briefly spiked above $100 per barrel on supply concerns, fueling inflation worries and risk aversion across financial markets.

Against this backdrop, several investors are increasingly turning to cryptocurrencies such as Bitcoin as a potential macro asset. The key question is whether this…