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$BTC $ETH Trump’s renewed Iran comments are tightening market nerves. If tensions escalate, oil could rise, inflation could return, and Fed rate-cut expectations could weaken. That’s bad for risk assets. For now, BTC is behaving more like a high-volatility risk asset than a true safe haven. Institutions may cut crypto exposure first and move toward gold and Treasuries. Don’t confuse the digital-gold narrative with short-term market behavior. #WeakConsumptionFedSplit #SP500EarningsGap