- Bitcoin has surged 12.1% since the onset of the US-Israeli conflict with Iran, outperforming traditional wartime assets.
- Gold has dropped 3% and silver is down 10.2%, while crude oil gained 10.4% as the Strait of Hormuz faced disruption.
- A recent study found AI models selected Bitcoin as the optimal monetary asset 48% of the time, with 79% choosing it for store-of-value use.
Bitcoin has demonstrated unexpected strength as a crisis asset, surging 12.1% to $73,419 in the four days following the outbreak of war. This performance notably eclipsed traditional safe havens, which faltered after initial spikes.
Gold, for instance, has actually dropped 3% since the conflict began. Silver entirely retraced its brief war-fear spike and is now down 10.2%, according to data. Consequently, owners of precious metals watched early gains turn into net losses.
Meanwhile, crude oil’s 10.4% gain was more intuitive given supply threats. Iran’s Islamic Revolutionary Guard Corps threatened the Strait of Hormuz, a vital chokepoint for global oil transit. Tanker traffic through the strait dropped roughly 81%, causing rates to hit all-time highs.
Bitcoin’s rally also outpaced major equities. The S&P 500 Index essentially flatlined, and even NVIDIA underperformed the cryptocurrency by 340 basis points. This relative strength occurs amid a broader context where Bitcoin is down 16% year-to-date, while gold has rallied 18%.
A new macro tailwind for Bitcoin may be emerging from an unlikely source: Artificial Intelligence. Researchers published results showing AI agents chose Bitcoin 48% of the time as the optimal monetary asset. For store-of-value use cases specifically, 79% picked Bitcoin, with Anthropic’s Claude Opus 4.5 selecting it 91% of the time.
Conventional wisdom suggested war favors gold, oil, and the dollar. However, four days of live data now position Bitcoin as a leading crisis asset performer. Whether the Strait of Hormuz reopens soon or not, this week marked a significant shift in asset behavior during geopolitical turmoil.
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