How the Iran War is Repricing Bitcoin
By Allard Peng
The war involving U.S. and Israeli strikes on Iran since February 2026 has caused massive disruptions in the Strait of Hormuz, leading to the largest oil supply shock in global history. Traditional cross-border payment systems face strains from sanctions and correspondent banking dependencies amid reduced shipping traffic. Bitcoin stands out as an open settlement network that could bypass these monetary chokepoints, potentially repricing it higher.
Not financial advice. Do your own research before making investment decisions.