Wintermute Analysts: The Future of Bitcoin Will Be Determined by the Middle East, 2026/03/03 13:17:45

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Эксперты Wintermute: Судьбу биткоина решит Ближний Восток0

Should the military conflict between the United States and its allies and Iran extend for several more weeks, it could lead to significant sell-offs of high-risk assets, including Bitcoin, analysts from Wintermute have suggested.

A sustained increase in energy prices due to the conflict in the Middle East may adversely affect changes in interest rates in the U.S. and trigger an even greater outflow of funds from the cryptocurrency sector, experts believe.

“If the conflict persists and traditional safe havens become overheated, some capital may seek alternatives. We have not reached that point yet, but the likelihood of such a scenario is high. The timing of resolution will impact Bitcoin’s price,” Wintermute stated.

Previously, fears of slowing growth prompted rotations that ultimately reversed as risk appetite returned. However, the current situation has shifted: the disruptive impact of artificial intelligence, deglobalization, and the potential for sustained supply chain disruptions in energy due to the Gulf War are mutually reinforcing, analysts argue.

If oil prices continue to rise while the U.S. Federal Reserve remains paralyzed, the flight of investors to safe assets will accelerate — in such a case, Bitcoin, along with other major cryptocurrencies, is unlikely to attract significant interest from corporate investors, according to Wintermute specialists.

Earlier, experts from the on-chain platform QCP Capital noted that Bitcoin has shown resilience amid the conflict between Israel and the U.S. with Iran, as the cryptocurrency market has already braced for the most negative scenario of developments in the region.