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US-Iran Strikes and Hormuz Roil Energy Markets

Recurring US strikes on Iran and Tehran's closures of the Strait of Hormuz keep injecting sharp oil, gold and cross-asset volatility, making Middle East escalation a recurring macro risk factor — one to which large-cap crypto has so far reacted only muted-ly.

forming · confidence 48 · Medium term (3-9 months) · tracking since July 13, 2026 · updated July 13, 2026

Why the conviction moved

  • Jul 13
    Strengthened

    A fourth round of US strikes on Iran and Tehran's renewed closure of the Strait of Hormuz moved gold, oil, stocks and bonds sharply (CoinDesk), while Bitcoin held near $63,800 and ether was little changed, showing crypto decoupling from this geopolitical shock.

Source trail

  • Supporting · July 13, 2026

    Bitcoin Holds Near $63,800 as Fourth Round of US Strikes on Iran Moves Other Markets

    A fourth round of US strikes on Iran and Tehran's renewed closure of the Strait of Hormuz moved gold, oil, stocks and bonds sharply (CoinDesk), while Bitcoin held near $63,800 and ether was little changed, showing crypto decoupling from this geopolitical shock.

    CoinDesk

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Affected regions & assets

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