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War pressures crypto because it drives oil and gold higher, fuels inflation fears, and pushes investors toward caution.
The higher oil and gold go, and the more unstable things get, the slower rate cuts become and that weighs on the entire market.
If the war cools down, liquidity will flow back fast. Bitcoin recovers first, then alts follow.
Alts haven't entered a full-blown rally yet. We're still in a selective phase where only strong projects hold up.
On the bullish side : clearer U.S. support for crypto and bigger institutional entry than ever before.
On the bearish side : heavy volatility, weak liquidity, and key regulations still stalling.
2026 could be a recovery year but the move up won't be a straight line. It'll come in stages.
We're heading toward rate cuts, but slowly, not aggressively. It all depends on the war and how much inflation it keeps feeding.
Either way, when the war ends, markets will finally breathe. Oil and gold will drop, and we'll discover that massive liquidity has already entered the market, it's just been parked in safe-haven assets, waiting to rotate.
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