$USDC
Israel vs. Iran — geopolitics, oil, BTC, and defense industry
BBC: war as a driver of capital
⚔ Military conflict is not just rockets and headlines. It is the redistribution of global capital.
📈 What is happening?
— Oil prices are rising → OPEC+, Russia, traders and speculators win.
— Shares of defense companies (Lockheed, Raytheon) are up.
— Strengthening of the dollar, gold, and short treasuries — a typical reaction to stress.
— Crypto, especially BTC, is seeing inflows — as a hedge against geopolitics. In the background — a decrease in BTC withdrawals to exchanges and activation of cold wallets.
🧨 Who benefits?
— BlackRock, Fidelity, Vanguard — holders of defense and commodity companies.
— Commodity traders and speculators thriving on fear and volatility.
— Global funds that know how to profit from chaos.
❗️Conclusion: war = fear. And fear is fuel for markets that have the tools to extract profit from any instability.