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US Iran Defeat Adds New Macro Risk for Bitcoin

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A Washington foreign-policy insider has publicly acknowledged what markets have been pricing in: the United States likely suffered a strategic defeat in Iran, with implications extending through the Strait of Hormuz. This admission introduces a new macro risk for Bitcoin and crypto markets. The geopolitical shift could exacerbate inflationary pressures, destabilize energy markets, and drive demand for decentralized assets as hedges against traditional system fragility. However, short-term volatility may increase as traders reassess risk exposure. The long-term bullish narrative for Bitcoin as a safe haven gains traction, but near-term uncertainty remains elevated.

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